Gibson Capital’s Caterpillar CAT Stock Holding History

Gibson Capital’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	$4.38M	Hold	4,117	–	–	0.72%	12
2026 Q1	$2.92M	Hold	4,117	–	–	0.54%	14
2025 Q4	$2.36M	Sell	4,117 -1	-0%	-$556	0.43%	16
2025 Q3	$1.96M	Buy	+4,118	New	+$1.76M	0.36%	18

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

VPM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gibson Capital's CAT Position: Q2 2026 in Review

Gibson Capital held its Caterpillar (CAT) position steady in Q2 2026 at 4,117 shares worth $4.38M. The position accounts for 0.72% of the portfolio, ranked #12.

Gibson Capital first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 3,592 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Gibson Capital held 4,117 shares of Caterpillar worth $4.38M as of Q2 2026.
Gibson Capital left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.72% of Gibson Capital's portfolio in Q2 2026, its #12 holding.
Gibson Capital first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
3,592 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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