KMC
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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
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

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kirr Marbach & Co's CAT Position: Q2 2026 in Review

Kirr Marbach & Co held its Caterpillar (CAT) position steady in Q2 2026 at 440 shares worth $469K. The position accounts for 0.08% of the portfolio, ranked #50.

Kirr Marbach & Co first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Kirr Marbach & Co held 440 shares of Caterpillar worth $469K as of Q2 2026.
  • Kirr Marbach & Co left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.08% of Kirr Marbach & Co's portfolio in Q2 2026, its #50 holding.
  • Kirr Marbach & Co first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Kirr Marbach & Co's 13F filing for Q2 2026, filed 14 Jul 2026.