Marotta Asset Management’s Caterpillar CAT Stock Holding History

Marotta Asset 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 Q3	$398K	Hold	491	–	–	0.07%	72
2026 Q2	$487K	Hold	491	–	–	0.08%	67
2026 Q1	$359K	Hold	491	–	–	0.07%	76
2025 Q4	$281K	Hold	491	–	–	0.05%	84
2025 Q3	$236K	Buy	+491	New	+$210K	0.04%	94
2025 Q2	–	Sell	-697	Closed	-$273K	–	108
2025 Q1	$273K	Buy	697 +1	+0.1%	+$356	0.05%	99
2024 Q4	$250K	Sell	696 -1	-0.1%	-$388	0.05%	99
2024 Q3	$273K	Hold	697	–	–	0.05%	99
2024 Q2	$229K	Buy	+697	New	+$242K	0.05%	101
2023 Q4	–	Sell	-1,192	Closed	-$325K	–	106
2023 Q3	$325K	Hold	1,192	–	–	0.08%	85
2023 Q2	$293K	Buy	+1,192	New	+$266K	0.07%	89
2022 Q4	$286K	Sell	1,192 -111	-9%	-$24.2K	0.07%	87
2022 Q3	$214K	Sell	1,303 -34	-3%	-$6.21K	0.06%	98
2022 Q2	$238K	Sell	1,337 -95	-7%	-$20K	0.06%	100
2022 Q1	$319K	Buy	1,432 +51	+4%	+$10.7K	0.07%	89
2021 Q4	$286K	Buy	+1,381	New	+$278K	0.06%	89

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Marotta Asset Management's CAT Position: Q3 2026 in Review

Marotta Asset Management held its Caterpillar (CAT) position steady in Q3 2026 at 491 shares worth $398K. The position accounts for 0.07% of the portfolio, ranked #72.

Marotta Asset Management first reported a position in CAT in Q4 2021 and has held it in 16 quarters since. The position peaked at $487K in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Marotta Asset Management held 491 shares of Caterpillar worth $398K as of Q3 2026.
Marotta Asset Management left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.07% of Marotta Asset Management's portfolio in Q3 2026, its #72 holding.
Marotta Asset Management first reported a position in Caterpillar in Q4 2021 and has held it in 16 quarters since.
Marotta Asset Management's Caterpillar position peaked at $487K in Q2 2026.
2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Marotta Asset Management's 13F filing for Q3 2026, filed 2 Oct 2026.