Martin Capital Advisors’s Caterpillar CAT Stock Holding History

Martin Capital Advisors’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	$2.42M	Buy	2,270 +159	+8%	+$140K	1.27%	19
2026 Q1	$1.5M	Hold	2,111	–	–	0.94%	25
2025 Q4	$1.21M	Hold	2,111	–	–	0.71%	28
2025 Q3	$1.01M	Hold	2,111	–	–	0.61%	33
2025 Q2	$820K	Hold	2,111	–	–	0.53%	40
2025 Q1	$696K	Sell	2,111 -200	-9%	-$71.2K	0.5%	43
2024 Q4	$838K	Buy	2,311 +250	+12%	+$97K	0.54%	39
2024 Q3	$806K	Hold	2,061	–	–	0.57%	36
2024 Q2	$687K	Hold	2,061	–	–	0.51%	40
2024 Q1	$755K	Sell	2,061 -4	-0.2%	-$1.28K	0.59%	37
2023 Q4	$611K	Hold	2,065	–	–	0.52%	41
2023 Q3	$564K	Buy	2,065 +150	+8%	+$40.7K	0.55%	41
2023 Q2	$471K	Hold	1,915	–	–	0.43%	46
2023 Q1	$438K	Sell	1,915 -130	-6%	-$31.4K	0.45%	44
2022 Q4	$490K	Buy	2,045 +800	+64%	+$174K	0.55%	41
2022 Q3	$204K	Sell	1,245 -1,600	-56%	-$292K	0.3%	55
2022 Q2	$509K	Hold	2,845	–	–	0.45%	47
2022 Q1	$634K	Hold	2,845	–	–	0.43%	45
2021 Q4	$588K	Buy	+2,845	New	+$573K	0.36%	46

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

Martin Capital Advisors's CAT Position: Q2 2026 in Review

Martin Capital Advisors increased its Caterpillar (CAT) stake by 7.5% in Q2 2026, buying an estimated $140K and bringing the position to 2,270 shares worth $2.42M. The position accounts for 1.27% of the portfolio, ranked #19.

Martin Capital Advisors first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,888 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Martin Capital Advisors held 2,270 shares of Caterpillar worth $2.42M as of Q2 2026.
Martin Capital Advisors bought 159 Caterpillar shares in Q2 2026, an estimated $140K.
Caterpillar made up 1.27% of Martin Capital Advisors's portfolio in Q2 2026, its #19 holding.
Martin Capital Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
1,888 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Martin Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.