Fruth Investment Management’s Caterpillar CAT Stock Holding History

Fruth Investment Management’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	$7.65M	Sell	7,188 -42	-0.6%	-$36.9K	1.82%	10
2026 Q1	$5.12M	Sell	7,230 -333	-4%	-$231K	1.28%	21
2025 Q4	$4.33M	Sell	7,563 -175	-2%	-$97.3K	1.17%	26
2025 Q3	$3.69M	Sell	7,738 -140	-2%	-$59.8K	1%	29
2025 Q2	$3.06M	Sell	7,878 -20	-0.3%	-$6.67K	0.83%	34
2025 Q1	$2.6M	Sell	7,898 -5	-0.1%	-$1.78K	0.72%	40
2024 Q4	$2.87M	Hold	7,903	–	–	0.79%	37
2024 Q3	$3.09M	Sell	7,903 -20	-0.3%	-$6.91K	0.8%	35
2024 Q2	$2.64M	Sell	7,923 -110	-1%	-$38.1K	0.72%	42
2024 Q1	$2.94M	Hold	8,033	–	–	0.76%	37
2023 Q4	$2.38M	Hold	8,033	–	–	0.67%	46
2023 Q3	$2.19M	Sell	8,033 -100	-1%	-$27.1K	0.65%	49
2023 Q2	$2M	Sell	8,133 -10	-0.1%	-$2.23K	0.57%	62
2023 Q1	$1.86M	Hold	8,143	–	–	0.54%	62
2022 Q4	$1.95M	Hold	8,143	–	–	0.57%	60
2022 Q3	$1.34M	Hold	8,143	–	–	0.44%	73
2022 Q2	$1.82M	Hold	8,143	–	–	0.5%	65
2022 Q1	$1.81M	Hold	8,143	–	–	0.5%	64
2021 Q4	$1.68M	Hold	8,143	–	–	0.46%	65
2021 Q3	$1.56M	Sell	8,143 -110	-1%	-$22.9K	0.48%	64
2021 Q2	$1.8M	Hold	8,253	–	–	0.54%	63
2021 Q1	$1.91M	Hold	8,253	–	–	0.6%	56
2020 Q4	$1.5M	Hold	8,253	–	–	0.52%	62
2020 Q3	$1.23M	Sell	8,253 -100	-1%	-$14K	0.49%	61
2020 Q2	$1.06M	Hold	8,353	–	–	0.45%	67
2020 Q1	$969K	Hold	8,353	–	–	0.5%	65
2019 Q4	$1.23M	Hold	8,353	–	–	0.47%	73
2019 Q3	$1.05M	Hold	8,353	–	–	0.42%	76
2019 Q2	$1.14M	Hold	8,353	–	–	0.46%	74
2019 Q1	$1.13M	Sell	8,353 -100	-1%	-$13.3K	0.47%	73
2018 Q4	$1.07M	Sell	8,453 -50	-0.6%	-$6.5K	0.51%	71
2018 Q3	$1.3M	Sell	8,503 -200	-2%	-$28.3K	0.52%	67
2018 Q2	$1.18M	Hold	8,703	–	–	0.51%	69
2018 Q1	$1.28M	Sell	8,703 -550	-6%	-$86.8K	0.57%	60
2017 Q4	$1.46M	Sell	9,253 -100	-1%	-$13.9K	0.62%	56
2017 Q3	$1.17M	Sell	9,353 -60	-0.6%	-$6.91K	0.53%	66
2017 Q2	$1.01M	Hold	9,413	–	–	0.48%	74
2017 Q1	$873K	Sell	9,413 -500	-5%	-$47.3K	0.41%	86
2016 Q4	$919K	Hold	9,913	–	–	0.42%	84
2016 Q3	$879K	Hold	9,913	–	–	0.44%	82
2016 Q2	$751K	Hold	9,913	–	–	0.36%	88
2016 Q1	$758K	Sell	9,913 -100	-1%	-$6.71K	0.38%	87
2015 Q4	$680K	Sell	10,013 -200	-2%	-$14K	0.35%	88
2015 Q3	$667K	Sell	10,213 -250	-2%	-$19.1K	0.35%	88
2015 Q2	$887K	Sell	10,463 -850	-8%	-$73.1K	0.42%	77
2015 Q1	$905K	Buy	11,313 +90	+0.8%	+$7.48K	0.39%	80
2014 Q4	$1.03M	Hold	11,223	–	–	0.43%	74
2014 Q3	$1.11M	Buy	11,223 +1,160	+12%	+$123K	0.49%	65
2014 Q2	$1.11M	Hold	10,063	–	–	0.51%	62
2014 Q1	$1.03M	Sell	10,063 -100	-1%	-$9.43K	0.49%	64
2013 Q4	$922K	Sell	10,163 -100	-1%	-$8.54K	0.44%	71
2013 Q3	$855K	Sell	10,263 -200	-2%	-$16.9K	0.45%	72
2013 Q2	$863K	Buy	+10,463	New	+$890K	0.49%	68

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fruth Investment Management's CAT Position: Q2 2026 in Review

Fruth Investment Management reduced its Caterpillar (CAT) stake by 0.58% in Q2 2026, selling an estimated $36.9K and leaving 7,188 shares worth $7.65M. The position accounts for 1.82% of the portfolio, ranked #10.

Fruth Investment Management first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Fruth Investment Management held 7,188 shares of Caterpillar worth $7.65M as of Q2 2026.
Fruth Investment Management sold 42 Caterpillar shares in Q2 2026, an estimated $36.9K.
Caterpillar made up 1.82% of Fruth Investment Management's portfolio in Q2 2026, its #10 holding.
Fruth Investment Management first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fruth Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.