Monarch Capital Management’s Caterpillar CAT Stock Holding History

Monarch Capital Management’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	$1.32M	Hold	1,237	–	–	0.3%	74
2026 Q1	$876K	Hold	1,237	–	–	0.21%	76
2025 Q4	$709K	Hold	1,237	–	–	0.17%	85
2025 Q3	$590K	Hold	1,237	–	–	0.14%	91
2025 Q2	$480K	Hold	1,237	–	–	0.13%	92
2025 Q1	$408K	Hold	1,237	–	–	0.11%	96
2024 Q4	$449K	Sell	1,237 -80	-6%	-$31K	0.12%	91
2024 Q3	$515K	Hold	1,317	–	–	0.14%	93
2024 Q2	$439K	Hold	1,317	–	–	0.13%	91
2024 Q1	$483K	Hold	1,317	–	–	0.14%	89
2023 Q4	$389K	Hold	1,317	–	–	0.12%	95
2023 Q3	$360K	Hold	1,317	–	–	0.12%	96
2023 Q2	$324K	Hold	1,317	–	–	0.1%	99
2023 Q1	$301K	Hold	1,317	–	–	0.09%	102
2022 Q4	$316K	Hold	1,317	–	–	0.1%	100
2022 Q3	$216K	Hold	1,317	–	–	0.07%	110
2022 Q2	$235K	Hold	1,317	–	–	0.07%	109
2022 Q1	$293K	Hold	1,317	–	–	0.08%	106
2021 Q4	$272K	Hold	1,317	–	–	0.07%	107
2021 Q3	$253K	Hold	1,317	–	–	0.07%	109
2021 Q2	$287K	Hold	1,317	–	–	0.08%	98
2021 Q1	$305K	Sell	1,317 -100	-7%	-$20.7K	0.09%	97
2020 Q4	$258K	Hold	1,417	–	–	0.08%	98
2020 Q3	$211K	Buy	+1,417	New	+$199K	0.07%	97
2020 Q1	–	Sell	-1,417	Closed	-$209K	–	92
2019 Q4	$209K	Buy	+1,417	New	+$198K	0.07%	100
2018 Q4	–	Sell	-1,500	Closed	-$229K	–	93
2018 Q3	$229K	Hold	1,500	–	–	0.08%	89
2018 Q2	$204K	Hold	1,500	–	–	0.08%	91
2018 Q1	$221K	Buy	1,500 +100	+7%	+$15.8K	0.09%	87
2017 Q4	$221K	Buy	+1,400	New	+$194K	0.08%	88

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

Monarch Capital Management's CAT Position: Q2 2026 in Review

Monarch Capital Management held its Caterpillar (CAT) position steady in Q2 2026 at 1,237 shares worth $1.32M. The position accounts for 0.3% of the portfolio, ranked #74.

Monarch Capital Management first reported a position in CAT in Q4 2017 and has held it in 29 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Monarch Capital Management held 1,237 shares of Caterpillar worth $1.32M as of Q2 2026.
Monarch Capital Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.3% of Monarch Capital Management's portfolio in Q2 2026, its #74 holding.
Monarch Capital Management first reported a position in Caterpillar in Q4 2017 and has held it in 29 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.