Mogy Joel R Investment Counsel’s Caterpillar CAT Stock Holding History

Mogy Joel R 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	$1.12M	Hold	1,050	–	–	0.06%	64
2026 Q1	$744K	Sell	1,050 -150	-13%	-$104K	0.05%	71
2025 Q4	$687K	Hold	1,200	–	–	0.04%	74
2025 Q3	$573K	Hold	1,200	–	–	0.03%	78
2025 Q2	$466K	Hold	1,200	–	–	0.03%	80
2025 Q1	$396K	Hold	1,200	–	–	0.03%	84
2024 Q4	$435K	Sell	1,200 -104	-8%	-$40.3K	0.03%	86
2024 Q3	$510K	Buy	1,304 +104	+9%	+$35.9K	0.03%	81
2024 Q2	$400K	Hold	1,200	–	–	0.03%	85
2024 Q1	$440K	Buy	1,200 +140	+13%	+$44.7K	0.03%	84
2023 Q4	$313K	Hold	1,060	–	–	0.02%	88
2023 Q3	$289K	Hold	1,060	–	–	0.02%	92
2023 Q2	$261K	Hold	1,060	–	–	0.02%	102
2023 Q1	$243K	Hold	1,060	–	–	0.02%	106
2022 Q4	$254K	Buy	+1,060	New	+$231K	0.03%	102
2022 Q2	–	Sell	-1,060	Closed	-$236K	–	107
2022 Q1	$236K	Hold	1,060	–	–	0.02%	108
2021 Q4	$219K	Hold	1,060	–	–	0.02%	119
2021 Q3	$203K	Hold	1,060	–	–	0.02%	112
2021 Q2	$231K	Hold	1,060	–	–	0.02%	110
2021 Q1	$246K	Buy	+1,060	New	+$219K	0.02%	104
2014 Q3	–	Sell	-1,920	Closed	-$209K	–	147
2014 Q2	$209K	Buy	+1,920	New	+$202K	0.04%	144
2013 Q3	–	Sell	-2,870	Closed	-$237K	–	139
2013 Q2	$237K	Buy	+2,870	New	+$244K	0.06%	134

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mogy Joel R Investment Counsel's CAT Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its Caterpillar (CAT) position steady in Q2 2026 at 1,050 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #64.

Mogy Joel R Investment Counsel first reported a position in CAT in Q2 2013 and has held it in 22 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Mogy Joel R Investment Counsel held 1,050 shares of Caterpillar worth $1.12M as of Q2 2026.
Mogy Joel R Investment Counsel left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.06% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #64 holding.
Mogy Joel R Investment Counsel first reported a position in Caterpillar in Q2 2013 and has held it in 22 quarters since.
1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.