Main Street Research’s Caterpillar CAT Stock Holding History

Main Street Research’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	$65.8M	Buy	61,759 +649	+1%	+$570K	3.1%	13
2026 Q1	$43.3M	Buy	61,110 +1,551	+3%	+$1.07M	2.52%	18
2025 Q4	$34.1M	Buy	59,559 +56,478	+1,833%	+$31.4M	1.95%	27
2025 Q3	$1.47M	Buy	3,081 +1,155	+60%	+$493K	0.08%	54
2025 Q2	$748K	Sell	1,926 -96,636	-98%	-$32.2M	0.05%	57
2025 Q1	$32.5M	Buy	98,562 +2,076	+2%	+$739K	2.12%	23
2024 Q4	$35M	Buy	96,486 +2,436	+3%	+$945K	2.18%	20
2024 Q3	$36.8M	Buy	94,050 +1,599	+2%	+$552K	2.31%	16
2024 Q2	$30.8M	Buy	92,451 +2,786	+3%	+$966K	2.03%	22
2024 Q1	$32.9M	Buy	89,665 +3,362	+4%	+$1.07M	2.23%	17
2023 Q4	$25.5M	Buy	86,303 +1,464	+2%	+$380K	2.05%	25
2023 Q3	$23.2M	Buy	84,839 +31,883	+60%	+$8.65M	2.39%	10
2023 Q2	$13M	Sell	52,956 -790	-1%	-$176K	2.08%	19
2023 Q1	$12.3M	Buy	53,746 +46,832	+677%	+$11.3M	2.43%	14
2022 Q4	$1.66M	Buy	6,914 +45	+0.7%	+$9.8K	0.4%	29
2022 Q3	$1.13M	Buy	6,869 +132	+2%	+$24.1K	0.25%	34
2022 Q2	$1.2M	Sell	6,737 -278	-4%	-$58.6K	0.32%	29
2022 Q1	$1.56M	Sell	7,015 -107	-2%	-$22.4K	0.15%	45
2021 Q4	$1.47M	Sell	7,122 -72	-1%	-$14.5K	0.11%	52
2021 Q3	$1.38M	Sell	7,194 -127,588	-95%	-$26.6M	0.12%	55
2021 Q2	$29.3M	Buy	134,782 +6,541	+5%	+$1.51M	2.35%	12
2021 Q1	$29.7M	Buy	128,241 +7,579	+6%	+$1.57M	2.8%	6
2020 Q4	$22M	Buy	120,662 +3,860	+3%	+$655K	2.36%	11
2020 Q3	$17.4M	Buy	116,802 +6,180	+6%	+$868K	2.22%	18
2020 Q2	$14M	Buy	+110,622	New	+$13.1M	2.2%	26
2020 Q1	–	Sell	-2,058	Closed	-$304K	–	84
2019 Q4	$304K	Hold	2,058	–	–	0.05%	77
2019 Q3	$260K	Buy	2,058 +170	+9%	+$21.6K	0.05%	79
2019 Q2	$257K	Hold	1,888	–	–	0.06%	80
2019 Q1	$256K	Hold	1,888	–	–	0.08%	74
2018 Q4	$240K	Sell	1,888 -59,482	-97%	-$7.74M	0.09%	67
2018 Q3	$9.36M	Sell	61,370 -57,280	-48%	-$8.1M	1.34%	35
2018 Q2	$16.1M	Sell	118,650 -1,422	-1%	-$212K	2.52%	13
2018 Q1	$17.7M	Buy	120,072 +2,223	+2%	+$351K	2.8%	7
2017 Q4	$18.6M	Buy	117,849 +1,610	+1%	+$223K	2.83%	6
2017 Q3	$14.5M	Sell	116,239 -163	-0.1%	-$18.8K	2.34%	8
2017 Q2	$12.5M	Buy	116,402 +7,130	+7%	+$724K	2.04%	16
2017 Q1	$10.1M	Buy	109,272 +3,685	+3%	+$349K	1.78%	26
2016 Q4	$9.79M	Buy	105,587 +10,549	+11%	+$956K	1.91%	24
2016 Q3	$8.44M	Buy	+95,038	New	+$7.78M	1.65%	28
2013 Q3	–	Sell	-10,907	Closed	-$900K	–	138
2013 Q2	$900K	Buy	+10,907	New	+$928K	0.27%	84

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

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

Main Street Research's CAT Position: Q2 2026 in Review

Main Street Research increased its Caterpillar (CAT) stake by 1.1% in Q2 2026, buying an estimated $570K and bringing the position to 61,759 shares worth $65.8M. The position accounts for 3.1% of the portfolio, ranked #13.

Main Street Research first reported a position in CAT in Q2 2013 and has held it in 40 quarters since. 1,838 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Main Street Research held 61,759 shares of Caterpillar worth $65.8M as of Q2 2026.
Main Street Research bought 649 Caterpillar shares in Q2 2026, an estimated $570K.
Caterpillar made up 3.1% of Main Street Research's portfolio in Q2 2026, its #13 holding.
Main Street Research first reported a position in Caterpillar in Q2 2013 and has held it in 40 quarters since.
1,838 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.