Monarch Capital Management
CAT icon

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
Q3 		$1M Hold
1,237
– – 0.23% 79
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Monarch Capital Management's CAT Position: Q3 2026 in Review

Monarch Capital Management held its Caterpillar (CAT) position steady in Q3 2026 at 1,237 shares worth $1M. The position accounts for 0.23% of the portfolio, ranked #79.

Monarch Capital Management first reported a position in CAT in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.32M in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Monarch Capital Management held 1,237 shares of Caterpillar worth $1M as of Q3 2026.
  • Monarch Capital Management left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.23% of Monarch Capital Management's portfolio in Q3 2026, its #79 holding.
  • Monarch Capital Management first reported a position in Caterpillar in Q4 2017 and has held it in 30 quarters since.
  • Monarch Capital Management's Caterpillar position peaked at $1.32M in Q2 2026.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Monarch Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.