Capital Counsel’s Caterpillar CAT Stock Holding History

Capital Counsel’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	$651K	Hold	611	–	–	0.03%	37
2026 Q1	$433K	Hold	611	–	–	0.02%	44
2025 Q4	$350K	Hold	611	–	–	0.01%	47
2025 Q3	$292K	Hold	611	–	–	0.01%	50
2025 Q2	$237K	Hold	611	–	–	0.01%	50
2025 Q1	$202K	Hold	611	–	–	0.01%	52
2024 Q4	$222K	Hold	611	–	–	0.01%	51
2024 Q3	$239K	Hold	611	–	–	0.01%	49
2024 Q2	$204K	Hold	611	–	–	0.01%	52
2024 Q1	$224K	Buy	+611	New	+$195K	0.01%	50

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital Counsel's CAT Position: Q2 2026 in Review

Capital Counsel held its Caterpillar (CAT) position steady in Q2 2026 at 611 shares worth $651K. The position accounts for 0.03% of the portfolio, ranked #37.

Capital Counsel first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Capital Counsel held 611 shares of Caterpillar worth $651K as of Q2 2026.
Capital Counsel left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.03% of Capital Counsel's portfolio in Q2 2026, its #37 holding.
Capital Counsel first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Capital Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.