Guardian Investment Management’s Caterpillar CAT Stock Holding History

Guardian 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	$5.11M	Hold	4,800	–	–	3.3%	5
2026 Q1	$3.4M	Hold	4,800	–	–	2.68%	10
2025 Q4	$2.75M	Sell	4,800 -187	-4%	-$104K	2.14%	13
2025 Q3	$2.38M	Hold	4,987	–	–	2.02%	15
2025 Q2	$1.94M	Buy	4,987 +400	+9%	+$133K	1.95%	14
2025 Q1	$1.51M	Sell	4,587 -400	-8%	-$142K	1.27%	19
2024 Q4	$1.81M	Sell	4,987 -300	-6%	-$116K	1.29%	19
2024 Q3	$2.07M	Hold	5,287	–	–	1.78%	17
2024 Q2	$1.76M	Hold	5,287	–	–	1.26%	25
2024 Q1	$1.94M	Hold	5,287	–	–	1.56%	21
2023 Q4	$1.56M	Sell	5,287 -700	-12%	-$182K	1.32%	23
2023 Q3	$1.63M	Hold	5,987	–	–	1.49%	24
2023 Q2	$1.47M	Sell	5,987 -3,165	-35%	-$706K	1.25%	27
2023 Q1	$2.12M	Buy	9,152 +2,465	+37%	+$596K	1.59%	26
2022 Q4	$1.6M	Hold	6,687	–	–	1.51%	25
2022 Q3	$1.1M	Hold	6,687	–	–	1.11%	30
2022 Q2	$1.2M	Sell	6,687 -3,370	-34%	-$710K	1.04%	35
2022 Q1	$2.23M	Buy	+10,057	New	+$2.11M	1.73%	22
2020 Q4	–	Sell	-10,000	Closed	-$1.49M	–	57
2020 Q3	$1.49M	Sell	10,000 -57	-0.6%	-$8.01K	1.3%	30
2020 Q2	$1.27M	Sell	10,057 -642	-6%	-$76.1K	1.15%	29
2020 Q1	$1.24M	Buy	10,699 +208	+2%	+$26.6K	1.27%	29
2019 Q4	$1.55M	Buy	10,491 +8	+0.1%	+$1.12K	1.23%	29
2019 Q3	$1.32M	Sell	10,483 -91	-0.9%	-$11.6K	1.18%	35
2019 Q2	$1.44M	Sell	10,574 -93	-0.9%	-$12.3K	1.25%	31
2019 Q1	$1.45M	Sell	10,667 -288	-3%	-$38.3K	1.25%	33
2018 Q4	$1.39M	Sell	10,955 -193	-2%	-$25.1K	1.29%	31
2018 Q3	$1.7M	Sell	11,148 -594	-5%	-$84K	1.5%	24
2018 Q2	$1.59M	Buy	11,742 +2,170	+23%	+$324K	1.52%	25
2018 Q1	$1.41M	Sell	9,572 -945	-9%	-$149K	1.5%	26
2017 Q4	$1.66M	Sell	10,517 -251	-2%	-$34.8K	1.75%	24
2017 Q3	$1.34M	Sell	10,768 -136	-1%	-$15.7K	1.48%	25
2017 Q2	$1.17M	Sell	10,904 -2,767	-20%	-$281K	1.29%	29
2017 Q1	$1.27M	Sell	13,671 -3,993	-23%	-$378K	1.38%	29
2016 Q4	$1.64M	Sell	17,664 -987	-5%	-$89.5K	1.89%	19
2016 Q3	$1.41M	Hold	18,651	–	–	1.57%	23
2016 Q2	$1.41M	Sell	18,651 -1,990	-10%	-$149K	1.57%	23
2016 Q1	$1.58M	Buy	20,641 +1,212	+6%	+$81.3K	1.81%	19
2015 Q4	$1.32M	Buy	19,429 +160	+0.8%	+$11.2K	1.42%	29
2015 Q3	$1.67M	Buy	19,269 +269	+1%	+$20.6K	1.85%	18
2015 Q2	$1.59M	Hold	19,000	–	–	1.78%	21
2015 Q1	$1.51M	Hold	19,000	–	–	1.68%	21
2014 Q4	$1.74M	Buy	19,000 +340	+2%	+$33.1K	1.83%	17
2014 Q3	$1.85M	Hold	18,660	–	–	2.15%	15
2014 Q2	$2.02M	Hold	18,660	–	–	2.21%	15
2014 Q1	$1.85M	Hold	18,660	–	–	2.15%	15
2013 Q4	$1.7M	Hold	18,660	–	–	1.88%	17
2013 Q3	$1.56M	Hold	18,660	–	–	2.12%	15
2013 Q2	$1.54M	Buy	+18,660	New	+$1.59M	2.22%	14

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Guardian Investment Management held its Caterpillar (CAT) position steady in Q2 2026 at 4,800 shares worth $5.11M. The position accounts for 3.3% of the portfolio, ranked #5.

Guardian Investment Management first reported a position in CAT in Q2 2013 and has held it in 48 quarters since. 1,655 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Guardian Investment Management held 4,800 shares of Caterpillar worth $5.11M as of Q2 2026.
Guardian Investment Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 3.3% of Guardian Investment Management's portfolio in Q2 2026, its #5 holding.
Guardian Investment Management first reported a position in Caterpillar in Q2 2013 and has held it in 48 quarters since.
1,655 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Guardian Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.