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Means Investment Company’s Caterpillar CAT Stock Holding History

Means Investment Company’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 		$2.26M Sell
2,121
-9
-0.4% -$7.91K 0.17% 59
2026
Q1 		$1.51M Sell
2,130
-23
-1% -$15.9K 0.13% 70
2025
Q4 		$1.23M Sell
2,153
-122
-5% -$67.8K 0.1% 79
2025
Q3 		$1.09M Buy
2,275
+4
+0.2% +$1.71K 0.09% 87
2025
Q2 		$882K Sell
2,271
-21
-0.9% -$7K 0.08% 97
2025
Q1 		$756K Sell
2,292
-417
-15% -$149K 0.08% 102
2024
Q4 		$983K Sell
2,709
-371
-12% -$144K 0.1% 96
2024
Q3 		$1.2M Buy
3,080
+81
+3% +$28K 0.13% 85
2024
Q2 		$999K Sell
2,999
-97
-3% -$33.6K 0.12% 88
2024
Q1 		$1.13M Buy
3,096
+41
+1% +$13.1K 0.15% 85
2023
Q4 		$903K Buy
3,055
+109
+4% +$28.3K 0.13% 97
2023
Q3 		$804K Buy
2,946
+238
+9% +$64.6K 0.13% 101
2023
Q2 		$666K Buy
2,708
+919
+51% +$205K 0.11% 107
2023
Q1 		$409K Buy
1,789
+87
+5% +$21K 0.07% 132
2022
Q4 		$408K Buy
1,702
+398
+31% +$86.6K 0.08% 131
2022
Q3 		$214K Buy
1,304
+17
+1% +$3.1K 0.05% 177
2022
Q2 		$230K Buy
1,287
+2
+0.2% +$421 0.05% 175
2022
Q1 		$286K Sell
1,285
-8
-0.6% -$1.68K 0.05% 159
2021
Q4 		$267K Sell
1,293
-92
-7% -$18.5K 0.05% 167
2021
Q3 		$266K Buy
1,385
+4
+0.3% +$833 0.05% 158
2021
Q2 		$301K Buy
1,381
+2
+0.1% +$462 0.06% 154
2021
Q1 		$320K Buy
1,379
+103
+8% +$21.3K 0.07% 140
2020
Q4 		$253K Buy
+1,276
New +$216K 0.06% 154
2020
Q1 		– Sell
-13,210
Closed -$1.95M – 142
2019
Q4 		$1.95M Buy
13,210
+1,041
+9% +$145K 0.65% 43
2019
Q3 		$1.79M Buy
12,169
+582
+5% +$73.9K 0.68% 45
2019
Q2 		$1.56M Buy
11,587
+495
+4% +$65.4K 0.64% 51
2019
Q1 		$1.5M Buy
11,092
+3,343
+43% +$444K 0.66% 47
2018
Q4 		$985K Buy
+7,749
New +$1.01M 0.55% 50

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Means Investment Company's CAT Position: Q2 2026 in Review

Means Investment Company reduced its Caterpillar (CAT) stake by 0.42% in Q2 2026, selling an estimated $7.91K and leaving 2,121 shares worth $2.26M. The position accounts for 0.17% of the portfolio, ranked #59.

Means Investment Company first reported a position in CAT in Q4 2018 and has held it in 28 quarters since. 4,069 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Means Investment Company held 2,121 shares of Caterpillar worth $2.26M as of Q2 2026.
  • Means Investment Company sold 9 Caterpillar shares in Q2 2026, an estimated $7.91K.
  • Caterpillar made up 0.17% of Means Investment Company's portfolio in Q2 2026, its #59 holding.
  • Means Investment Company first reported a position in Caterpillar in Q4 2018 and has held it in 28 quarters since.
  • 4,069 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.