Canton Hathaway’s Caterpillar CAT Stock Holding History

Canton Hathaway’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$231K	Hold	217	–	–	0.04%	117
2026 Q1	$154K	Hold	217	–	–	0.03%	140
2025 Q4	$124K	Hold	217	–	–	0.02%	150
2025 Q3	$104K	Hold	217	–	–	0.02%	168
2025 Q2	$84K	Hold	217	–	–	0.02%	170
2025 Q1	$72K	Hold	217	–	–	0.01%	180
2024 Q4	$79K	Hold	217	–	–	0.02%	135
2024 Q3	$85K	Hold	217	–	–	0.02%	130
2024 Q2	$72K	Hold	217	–	–	0.02%	138
2024 Q1	$80K	Hold	217	–	–	0.02%	124
2023 Q4	$64K	Hold	217	–	–	0.02%	138
2023 Q3	$59K	Hold	217	–	–	0.02%	135
2023 Q2	$53K	Hold	217	–	–	0.02%	151
2023 Q1	$50K	Hold	217	–	–	0.02%	154
2022 Q4	$52K	Hold	217	–	–	0.02%	160
2022 Q3	$36K	Hold	217	–	–	0.01%	171
2022 Q2	$39K	Hold	217	–	–	0.01%	181
2022 Q1	$48K	Hold	217	–	–	0.01%	188
2021 Q4	$45K	Hold	217	–	–	0.01%	193
2021 Q3	$42K	Buy	217 +82	+61%	+$17.1K	0.01%	198
2021 Q2	$29K	Buy	135 +17	+14%	+$3.93K	0.01%	190
2021 Q1	$27K	Hold	118	–	–	0.01%	194
2020 Q4	$21K	Buy	+118	New	+$20K	0.01%	195
2020 Q1	–	Sell	-30	Closed	-$4K	–	146
2019 Q4	$4K	Hold	30	–	–	﹤0.01%	193
2019 Q3	$4K	Hold	30	–	–	﹤0.01%	195
2019 Q2	$4K	Buy	+30	New	+$3.96K	﹤0.01%	228

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Canton Hathaway's CAT Position: Q2 2026 in Review

Canton Hathaway held its Caterpillar (CAT) position steady in Q2 2026 at 217 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #117.

Canton Hathaway first reported a position in CAT in Q2 2019 and has held it in 26 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Canton Hathaway held 217 shares of Caterpillar worth $231K as of Q2 2026.
Canton Hathaway left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.04% of Canton Hathaway's portfolio in Q2 2026, its #117 holding.
Canton Hathaway first reported a position in Caterpillar in Q2 2019 and has held it in 26 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Canton Hathaway's 13F filing for Q2 2026, filed 6 Aug 2026.