CA
CAT icon

CSM Advisors’s Caterpillar CAT Stock Holding History

CSM Advisors’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 		$64M Sell
60,087
-10,545
-15% -$9.26M 1.37% 9
2026
Q1 		$50M Sell
70,632
-2,220
-3% -$1.54M 1.23% 14
2025
Q4 		$41.7M Buy
72,852
+539
+0.7% +$300K 1.13% 19
2025
Q3 		$34.5M Sell
72,313
-17,015
-19% -$7.26M 0.96% 24
2025
Q2 		$34.7M Buy
89,328
+63,663
+248% +$21.2M 1.01% 19
2025
Q1 		$8.46M Sell
25,665
-8,175
-24% -$2.91M 0.46% 52
2024
Q4 		$12.3M Sell
33,840
-547
-2% -$212K 0.57% 38
2024
Q3 		$13.4M Sell
34,387
-1,735
-5% -$599K 0.88% 36
2024
Q2 		$12M Buy
36,122
+633
+2% +$219K 0.85% 35
2024
Q1 		$13M Buy
35,489
+790
+2% +$252K 0.85% 37
2023
Q4 		$10.3M Buy
+34,699
New +$9M 0.74% 38

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

CSM Advisors's CAT Position: Q2 2026 in Review

CSM Advisors reduced its Caterpillar (CAT) stake by 15% in Q2 2026, selling an estimated $9.26M and leaving 60,087 shares worth $64M. The position accounts for 1.37% of the portfolio, ranked #9.

CSM Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • CSM Advisors held 60,087 shares of Caterpillar worth $64M as of Q2 2026.
  • CSM Advisors sold 10,545 Caterpillar shares in Q2 2026, an estimated $9.26M.
  • Caterpillar made up 1.37% of CSM Advisors's portfolio in Q2 2026, its #9 holding.
  • CSM Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.