FMII
CAT icon

Farmers & Merchants Investments Inc’s Caterpillar CAT Stock Holding History

Farmers & Merchants Investments Inc’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 		$26.7M Sell
25,053
-644
-3% -$566K 0.65% 35
2026
Q1 		$18.2M Buy
25,697
+561
+2% +$389K 0.5% 46
2025
Q4 		$14.4M Sell
25,136
-1,345
-5% -$748K 0.4% 64
2025
Q3 		$12.6M Sell
26,481
-106
-0.4% -$45.3K 0.36% 75
2025
Q2 		$10.3M Buy
26,587
+124
+0.5% +$41.3K 0.3% 95
2025
Q1 		$8.73M Sell
26,463
-343
-1% -$122K 0.28% 100
2024
Q4 		$9.72M Sell
26,806
-186
-0.7% -$72.1K 0.3% 93
2024
Q3 		$10.6M Buy
26,992
+141
+0.5% +$48.7K 0.33% 90
2024
Q2 		$8.94M Buy
26,851
+129
+0.5% +$44.7K 0.3% 96
2024
Q1 		$9.79M Buy
26,722
+119
+0.4% +$38K 0.33% 90
2023
Q4 		$7.87M Sell
26,603
-297
-1% -$77K 0.29% 95
2023
Q3 		$7.34M Buy
26,900
+178
+0.7% +$48.3K 0.29% 94
2023
Q2 		$6.57M Sell
26,722
-915
-3% -$204K 0.25% 106
2023
Q1 		$6.32M Buy
27,637
+73
+0.3% +$17.6K 0.25% 107
2022
Q4 		$6.6M Buy
27,564
+24
+0.1% +$5.22K 0.27% 102
2022
Q3 		$4.52M Sell
27,540
-62
-0.2% -$11.3K 0.2% 116
2022
Q2 		$4.93M Buy
27,602
+209
+0.8% +$44K 0.21% 117
2022
Q1 		$6.1M Buy
27,393
+517
+2% +$108K 0.23% 107
2021
Q4 		$5.56M Sell
26,876
-970
-3% -$195K 0.21% 115
2021
Q3 		$5.35M Sell
27,846
-216
-0.8% -$45K 0.23% 110
2021
Q2 		$6.11M Buy
28,062
+277
+1% +$64K 0.27% 106
2021
Q1 		$6.44M Buy
27,785
+54
+0.2% +$11.2K 0.31% 103
2020
Q4 		$5.05M Sell
27,731
-150
-0.5% -$25.4K 0.26% 110
2020
Q3 		$4.16M Buy
27,881
+132
+0.5% +$18.5K 0.25% 112
2020
Q2 		$3.51M Buy
27,749
+317
+1% +$37.6K 0.23% 116
2020
Q1 		$3.18M Buy
27,432
+672
+3% +$85.8K 0.24% 111
2019
Q4 		$3.95M Buy
26,760
+930
+4% +$130K 0.24% 113
2019
Q3 		$3.26M Buy
25,830
+629
+2% +$79.9K 0.21% 122
2019
Q2 		$3.44M Buy
25,201
+8,222
+48% +$1.09M 0.22% 119
2019
Q1 		$2.3M Buy
16,979
+153
+0.9% +$20.3K 0.15% 131
2018
Q4 		$2.14M Buy
16,826
+12,000
+249% +$1.56M 0.16% 130
2018
Q3 		$736K Buy
4,826
+70
+1% +$9.9K 0.05% 168
2018
Q2 		$645K Sell
4,756
-100
-2% -$14.9K 0.05% 172
2018
Q1 		$716K Buy
4,856
+9
+0.2% +$1.42K 0.05% 173
2017
Q4 		$764K Sell
4,847
-202
-4% -$28K 0.06% 171
2017
Q3 		$630K Buy
5,049
+64
+1% +$7.37K 0.05% 174
2017
Q2 		$536K Buy
4,985
+695
+16% +$70.6K 0.04% 188
2017
Q1 		$398K Sell
4,290
-10,695
-71% -$1.01M 0.04% 198
2016
Q4 		$1.39M Buy
14,985
+1,405
+10% +$127K 0.13% 149
2016
Q3 		$1.21M Buy
13,580
+3,815
+39% +$312K 0.13% 150
2016
Q2 		$740K Sell
9,765
-690
-7% -$51.7K 0.08% 159
2016
Q1 		$800K Buy
10,455
+339
+3% +$22.7K 0.09% 153
2015
Q4 		$687K Sell
10,116
-204
-2% -$14.3K 0.09% 157
2015
Q3 		$675K Buy
10,320
+60
+0.6% +$4.59K 0.09% 151
2015
Q2 		$870K Sell
10,260
-950
-8% -$81.7K 0.11% 148
2015
Q1 		$897K Buy
11,210
+840
+8% +$69.8K 0.11% 147
2014
Q4 		$949K Sell
10,370
-2,000
-16% -$195K 0.12% 145
2014
Q3 		$1.23M Buy
12,370
+1,010
+9% +$107K 0.16% 137
2014
Q2 		$1.23M Sell
11,360
-85
-0.7% -$8.92K 0.16% 137
2014
Q1 		$1.14M Sell
11,445
-225
-2% -$21.2K 0.16% 138
2013
Q4 		$1.06M Buy
11,670
+1,700
+17% +$145K 0.15% 141
2013
Q3 		$831K Sell
9,970
-1,130
-10% -$95.6K 0.13% 139
2013
Q2 		$916K Buy
+11,100
New +$944K 0.14% 139

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Farmers & Merchants Investments Inc's CAT Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Caterpillar (CAT) stake by 2.5% in Q2 2026, selling an estimated $566K and leaving 25,053 shares worth $26.7M. The position accounts for 0.65% of the portfolio, ranked #35.

Farmers & Merchants Investments Inc first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Farmers & Merchants Investments Inc held 25,053 shares of Caterpillar worth $26.7M as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 644 Caterpillar shares in Q2 2026, an estimated $566K.
  • Caterpillar made up 0.65% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #35 holding.
  • Farmers & Merchants Investments Inc first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.