MCM
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Manchester Capital Management’s Caterpillar CAT Stock Holding History

Manchester Capital 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 		$1.09M Buy
1,021
+36
+4% +$31.6K 0.14% 105
2026
Q1 		$698K Sell
985
-76
-7% -$52.6K 0.1% 127
2025
Q4 		$608K Buy
1,061
+96
+10% +$53.4K 0.08% 147
2025
Q3 		$460K Sell
965
-23
-2% -$9.82K 0.06% 203
2025
Q2 		$384K Sell
988
-228
-19% -$76K 0.05% 252
2025
Q1 		$401K Buy
1,216
+211
+21% +$75.2K 0.05% 236
2024
Q4 		$365K Sell
1,005
-2,300
-70% -$892K 0.04% 249
2024
Q3 		$1.29M Buy
3,305
+113
+4% +$39K 0.15% 95
2024
Q2 		$1.06M Buy
3,192
+259
+9% +$89.8K 0.13% 97
2024
Q1 		$1.07M Buy
2,933
+47
+2% +$15K 0.13% 106
2023
Q4 		$853K Buy
2,886
+82
+3% +$21.3K 0.11% 116
2023
Q3 		$765K Hold
2,804
– – 0.11% 112
2023
Q2 		$690K Buy
2,804
+3
+0.1% +$669 0.09% 129
2023
Q1 		$641K Hold
2,801
– – 0.08% 150
2022
Q4 		$671K Buy
2,801
+43
+2% +$9.36K 0.1% 124
2022
Q3 		$453K Buy
2,758
+21
+0.8% +$3.84K 0.08% 135
2022
Q2 		$489K Buy
2,737
+1
+0% +$211 0.08% 134
2022
Q1 		$610K Sell
2,736
-725
-21% -$152K 0.09% 138
2021
Q4 		$716K Sell
3,461
-622
-15% -$125K 0.09% 130
2021
Q3 		$784K Buy
4,083
+103
+3% +$21.5K 0.11% 118
2021
Q2 		$866K Buy
3,980
+1,045
+36% +$241K 0.12% 117
2021
Q1 		$681K Buy
2,935
+9
+0.3% +$1.86K 0.1% 143
2020
Q4 		$533K Buy
2,926
+27
+0.9% +$4.58K 0.08% 150
2020
Q3 		$432K Sell
2,899
-1,464
-34% -$206K 0.07% 155
2020
Q2 		$552K Hold
4,363
– – 0.08% 139
2020
Q1 		$506K Hold
4,363
– – 0.08% 135
2019
Q4 		$644K Hold
4,363
– – 0.07% 144
2019
Q3 		$551K Sell
4,363
-81
-2% -$10.3K 0.06% 145
2019
Q2 		$606K Hold
4,444
– – 0.08% 133
2019
Q1 		$602K Hold
4,444
– – 0.08% 131
2018
Q4 		$603K Hold
4,444
– – 0.09% 126
2018
Q3 		$678K Hold
4,444
– – 0.1% 118
2018
Q2 		$603K Hold
4,444
– – 0.09% 127
2018
Q1 		$655K Sell
4,444
-2,169
-33% -$343K 0.1% 110
2017
Q4 		$1.04M Buy
6,613
+4,550
+221% +$631K 0.16% 60
2017
Q3 		$257K Hold
2,063
– – 0.04% 159
2017
Q2 		$222K Hold
2,063
– – 0.04% 175
2017
Q1 		$191K Hold
2,063
– – 0.03% 195
2016
Q4 		$191K Hold
2,063
– – 0.03% 184
2016
Q3 		$183K Hold
2,063
– – 0.03% 200
2016
Q2 		$156K Hold
2,063
– – 0.02% 226
2016
Q1 		$158K Sell
2,063
-341
-14% -$22.9K 0.02% 224
2015
Q4 		$163K Buy
2,404
+341
+17% +$23.8K 0.02% 239
2015
Q3 		$135K Hold
2,063
– – 0.02% 248
2015
Q2 		$175K Hold
2,063
– – 0.03% 224
2015
Q1 		$165K Sell
2,063
-458
-18% -$38.1K 0.03% 221
2014
Q4 		$231K Sell
2,521
-135
-5% -$13.1K 0.03% 328
2014
Q3 		$263K Sell
2,656
-110
-4% -$11.7K 0.04% 279
2014
Q2 		$301K Sell
2,766
-230
-8% -$24.1K 0.04% 269
2014
Q1 		$298K Buy
2,996
+475
+19% +$44.8K 0.05% 238
2013
Q4 		$229K Sell
2,521
-440
-15% -$37.6K 0.04% 302
2013
Q3 		$247K Sell
2,961
-1,333
-31% -$113K 0.04% 283
2013
Q2 		$354K Buy
+4,294
New +$365K 0.07% 180

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Manchester Capital Management's CAT Position: Q2 2026 in Review

Manchester Capital Management increased its Caterpillar (CAT) stake by 3.7% in Q2 2026, buying an estimated $31.6K and bringing the position to 1,021 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #105.

Manchester Capital Management first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.29M in Q3 2024. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Manchester Capital Management held 1,021 shares of Caterpillar worth $1.09M as of Q2 2026.
  • Manchester Capital Management bought 36 Caterpillar shares in Q2 2026, an estimated $31.6K.
  • Caterpillar made up 0.14% of Manchester Capital Management's portfolio in Q2 2026, its #105 holding.
  • Manchester Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • Manchester Capital Management's Caterpillar position peaked at $1.29M in Q3 2024.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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