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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
Q3 		$277K Hold
342
– – 0.06% 197
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

Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Meridian Investment Counsel's CAT Position: Q3 2026 in Review

Meridian Investment Counsel held its Caterpillar (CAT) position steady in Q3 2026 at 342 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #197.

Meridian Investment Counsel first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $364K in Q2 2026. 598 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Meridian Investment Counsel held 342 shares of Caterpillar worth $277K as of Q3 2026.
  • Meridian Investment Counsel left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.06% of Meridian Investment Counsel's portfolio in Q3 2026, its #197 holding.
  • Meridian Investment Counsel first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Meridian Investment Counsel's Caterpillar position peaked at $364K in Q2 2026.
  • 598 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Meridian Investment Counsel's 13F filing for Q3 2026, filed 14 Oct 2026.