Kirr Marbach & Co
CAT icon

Kirr Marbach & Co’s Caterpillar CAT Stock Holding History

Kirr Marbach & 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
Q3 		$357K Hold
440
– – 0.07% 52
2026
Q2 		$469K Hold
440
– – 0.08% 50
2026
Q1 		$312K Hold
440
– – 0.06% 54
2025
Q4 		$252K Hold
440
– – 0.05% 57
2025
Q3 		$210K Buy
+440
New +$188K 0.04% 57

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Kirr Marbach & Co's CAT Position: Q3 2026 in Review

Kirr Marbach & Co held its Caterpillar (CAT) position steady in Q3 2026 at 440 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #52.

Kirr Marbach & Co first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $469K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Kirr Marbach & Co held 440 shares of Caterpillar worth $357K as of Q3 2026.
  • Kirr Marbach & Co left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.07% of Kirr Marbach & Co's portfolio in Q3 2026, its #52 holding.
  • Kirr Marbach & Co first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • Kirr Marbach & Co's Caterpillar position peaked at $469K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Kirr Marbach & Co's 13F filing for Q3 2026, filed 20 Oct 2026.