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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Marotta Asset Management's CAT Position: Q2 2026 in Review

Marotta Asset Management held its Caterpillar (CAT) position steady in Q2 2026 at 491 shares worth $487K. The position accounts for 0.08% of the portfolio, ranked #67.

Marotta Asset Management first reported a position in CAT in Q4 2021 and has held it in 15 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Marotta Asset Management held 491 shares of Caterpillar worth $487K as of Q2 2026.
Marotta Asset Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.08% of Marotta Asset Management's portfolio in Q2 2026, its #67 holding.
Marotta Asset Management first reported a position in Caterpillar in Q4 2021 and has held it in 15 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.