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Meridian Investment Counsel’s Caterpillar CAT Stock Holding History

Meridian Investment Counsel’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 		$364K Sell
342
-50
-13% -$43.9K 0.08% 188
2026
Q1 		$278K Hold
392
– – 0.07% 203
2025
Q4 		$225K Buy
+392
New +$218K 0.05% 225

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Meridian Investment Counsel's CAT Position: Q2 2026 in Review

Meridian Investment Counsel reduced its Caterpillar (CAT) stake by 13% in Q2 2026, selling an estimated $43.9K and leaving 342 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #188.

Meridian Investment Counsel first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Meridian Investment Counsel held 342 shares of Caterpillar worth $364K as of Q2 2026.
  • Meridian Investment Counsel sold 50 Caterpillar shares in Q2 2026, an estimated $43.9K.
  • Caterpillar made up 0.08% of Meridian Investment Counsel's portfolio in Q2 2026, its #188 holding.
  • Meridian Investment Counsel first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.