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Merrithew & Thorsten Inc’s Caterpillar CAT Stock Holding History

Merrithew & Thorsten Inc’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 		$1.74M Buy
1,631
+3
+0.2% +$2.63K 1.48% 11
2026
Q1 		$1.15M Buy
1,628
+3
+0.2% +$2.08K 1.09% 12
2025
Q4 		$931K Buy
+1,625
New +$903K 0.98% 12

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Merrithew & Thorsten Inc's CAT Position: Q2 2026 in Review

Merrithew & Thorsten Inc increased its Caterpillar (CAT) stake by 0.18% in Q2 2026, buying an estimated $2.63K and bringing the position to 1,631 shares worth $1.74M. The position accounts for 1.48% of the portfolio, ranked #11.

Merrithew & Thorsten Inc first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Merrithew & Thorsten Inc held 1,631 shares of Caterpillar worth $1.74M as of Q2 2026.
  • Merrithew & Thorsten Inc bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 1.48% of Merrithew & Thorsten Inc's portfolio in Q2 2026, its #11 holding.
  • Merrithew & Thorsten Inc first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.