CANC
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Culbertson A N & Co’s Caterpillar CAT Stock Holding History

Culbertson A N & Co’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 		$40.3M Sell
37,820
-1,862
-5% -$1.64M 4.69% 4
2026
Q1 		$28.1M Sell
39,682
-1,213
-3% -$840K 3.65% 6
2025
Q4 		$23.4M Buy
40,895
+259
+0.6% +$144K 3.21% 6
2025
Q3 		$19.4M Sell
40,636
-485
-1% -$207K 2.74% 7
2025
Q2 		$16M Sell
41,121
-630
-2% -$210K 2.45% 7
2025
Q1 		$13.8M Sell
41,751
-9
-0% -$3.21K 2.2% 9
2024
Q4 		$15.1M Buy
41,760
+366
+0.9% +$142K 2.41% 7
2024
Q3 		$16.2M Sell
41,394
-58
-0.1% -$20K 2.61% 5
2024
Q2 		$13.8M Sell
41,452
-1,360
-3% -$472K 2.41% 6
2024
Q1 		$15.7M Sell
42,812
-283
-0.7% -$90.5K 2.71% 5
2023
Q4 		$12.7M Sell
43,095
-420
-1% -$109K 2.37% 6
2023
Q3 		$11.9M Buy
43,515
+144
+0.3% +$39.1K 2.38% 6
2023
Q2 		$10.7M Buy
43,371
+421
+1% +$93.9K 2.06% 9
2023
Q1 		$9.83M Sell
42,950
-483
-1% -$117K 2.01% 10
2022
Q4 		$10.4M Buy
43,433
+40
+0.1% +$8.71K 2.19% 11
2022
Q3 		$7.12M Sell
43,393
-541
-1% -$98.8K 1.65% 18
2022
Q2 		$7.85M Buy
43,934
+150
+0.3% +$31.6K 1.7% 15
2022
Q1 		$9.76M Buy
43,784
+805
+2% +$169K 1.84% 12
2021
Q4 		$8.88M Buy
42,979
+455
+1% +$91.6K 1.67% 15
2021
Q3 		$8.16M Buy
42,524
+2,355
+6% +$490K 1.67% 18
2021
Q2 		$8.74M Buy
40,169
+433
+1% +$100K 1.82% 15
2021
Q1 		$9.21M Buy
39,736
+433
+1% +$89.6K 2.03% 10
2020
Q4 		$7.15M Buy
39,303
+95
+0.2% +$16.1K 1.7% 14
2020
Q3 		$5.85M Sell
39,208
-269
-0.7% -$37.8K 1.54% 17
2020
Q2 		$4.99M Buy
39,477
+946
+2% +$112K 1.37% 23
2020
Q1 		$4.47M Buy
38,531
+147
+0.4% +$18.8K 1.45% 20
2019
Q4 		$5.67M Sell
38,384
-1,488
-4% -$208K 1.46% 22
2019
Q3 		$5.04M Buy
39,872
+63
+0.2% +$8K 1.37% 25
2019
Q2 		$5.43M Sell
39,809
-56
-0.1% -$7.4K 1.51% 24
2019
Q1 		$5.4M Sell
39,865
-56
-0.1% -$7.44K 1.56% 22
2018
Q4 		$5.07M Buy
39,921
+354
+0.9% +$46.1K 1.62% 21
2018
Q3 		$6.03M Buy
39,567
+950
+2% +$134K 1.64% 18
2018
Q2 		$5.24M Buy
38,617
+1,505
+4% +$225K 1.56% 21
2018
Q1 		$5.47M Sell
37,112
-1,052
-3% -$166K 1.64% 22
2017
Q4 		$6.01M Buy
38,164
+932
+3% +$129K 1.7% 22
2017
Q3 		$4.64M Buy
37,232
+145
+0.4% +$16.7K 1.42% 26
2017
Q2 		$3.98M Buy
37,087
+1,975
+6% +$201K 1.26% 29
2017
Q1 		$3.26M Sell
35,112
-180
-0.5% -$17K 1.06% 35
2016
Q4 		$3.27M Buy
35,292
+431
+1% +$39.1K 1.11% 34
2016
Q3 		$3.1M Buy
34,861
+1,706
+5% +$140K 1.1% 34
2016
Q2 		$2.51M Buy
33,155
+498
+2% +$37.3K 0.93% 37
2016
Q1 		$2.5M Buy
32,657
+246
+0.8% +$16.5K 0.97% 37
2015
Q4 		$2.2M Buy
32,411
+164
+0.5% +$11.5K 0.87% 40
2015
Q3 		$2.11M Buy
32,247
+190
+0.6% +$14.5K 0.89% 39
2015
Q2 		$2.72M Buy
32,057
+3,431
+12% +$295K 1.06% 36
2015
Q1 		$2.29M Buy
28,626
+1,803
+7% +$150K 0.91% 42
2014
Q4 		$2.46M Buy
26,823
+800
+3% +$77.9K 1.01% 39
2014
Q3 		$2.58M Buy
26,023
+2,537
+11% +$269K 1.11% 35
2014
Q2 		$2.55M Buy
23,486
+1,260
+6% +$132K 1.11% 38
2014
Q1 		$2.21M Buy
22,226
+1,968
+10% +$186K 1.03% 41
2013
Q4 		$1.84M Buy
20,258
+345
+2% +$29.5K 0.9% 47
2013
Q3 		$1.66M Sell
19,913
-135
-0.7% -$11.4K 0.89% 47
2013
Q2 		$1.65M Buy
+20,048
New +$1.7M 0.93% 46

Other funds holding CAT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Culbertson A N & Co's CAT Position: Q2 2026 in Review

Culbertson A N & Co reduced its Caterpillar (CAT) stake by 4.7% in Q2 2026, selling an estimated $1.64M and leaving 37,820 shares worth $40.3M. The position accounts for 4.69% of the portfolio, ranked #4.

Culbertson A N & Co first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Culbertson A N & Co held 37,820 shares of Caterpillar worth $40.3M as of Q2 2026.
  • Culbertson A N & Co sold 1,862 Caterpillar shares in Q2 2026, an estimated $1.64M.
  • Caterpillar made up 4.69% of Culbertson A N & Co's portfolio in Q2 2026, its #4 holding.
  • Culbertson A N & Co first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.