MCP
CAT icon

Martin Capital Partners’s Caterpillar CAT Stock Holding History

Martin Capital Partners’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 		– Sell
-294
Closed -$313K – 74
2026
Q2 		$313K Hold
294
– – 0.12% 59
2026
Q1 		$208K Buy
+294
New +$204K 0.08% 66
2020
Q4 		– Sell
-778
Closed -$116K – 68
2020
Q3 		$116K Buy
+778
New +$109K 0.08% 63

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Martin Capital Partners's CAT Position: Q3 2026 in Review

Martin Capital Partners sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 294 shares — an estimated $313K sold.

Martin Capital Partners first reported a position in CAT in Q3 2020 and held it in 3 quarters. The position peaked at $313K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Martin Capital Partners reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • Martin Capital Partners sold 294 Caterpillar shares in Q3 2026, an estimated $313K.
  • Martin Capital Partners first reported a position in Caterpillar in Q3 2020 and held it in 3 quarters.
  • Martin Capital Partners's Caterpillar position peaked at $313K in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Martin Capital Partners's 13F filing for Q3 2026, filed 7 Oct 2026.