MIM
CAT icon

Montgomery Investment Management’s Caterpillar CAT Stock Holding History

Montgomery Investment 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 		$15.3M Hold
14,327
– – 4.63% 5
2026
Q1 		$10.1M Hold
14,327
– – 3.46% 7
2025
Q4 		$8.21M Sell
14,327
-36
-0.3% -$20K 2.95% 10
2025
Q3 		$6.85M Sell
14,363
-10
-0.1% -$4.27K 2.41% 11
2025
Q2 		$5.58M Hold
14,373
– – 2.16% 17
2025
Q1 		$4.74M Hold
14,373
– – 1.89% 17
2024
Q4 		$5.21M Sell
14,373
-1,107
-7% -$429K 2.05% 17
2024
Q3 		$6.05M Hold
15,480
– – 2.19% 16
2024
Q2 		$5.16M Hold
15,480
– – 2.04% 19
2024
Q1 		$5.67M Sell
15,480
-2,000
-11% -$639K 2.16% 18
2023
Q4 		$5.17M Sell
17,480
-124
-0.7% -$32.2K 1.59% 22
2023
Q3 		$4.81M Sell
17,604
-100
-0.6% -$27.1K 1.66% 22
2023
Q2 		$4.36M Sell
17,704
-150
-0.8% -$33.4K 1.46% 22
2023
Q1 		$4.09M Hold
17,854
– – 1.44% 23
2022
Q4 		$4.28M Sell
17,854
-40
-0.2% -$8.71K 1.52% 23
2022
Q3 		$2.94M Sell
17,894
-65
-0.4% -$11.9K 1.2% 25
2022
Q2 		$3.21M Sell
17,959
-92
-0.5% -$19.4K 1.3% 25
2022
Q1 		$4.02M Sell
18,051
-220
-1% -$46.1K 1.38% 24
2021
Q4 		$3.78M Sell
18,271
-250
-1% -$50.3K 1.27% 23
2021
Q3 		$3.56M Buy
18,521
+270
+1% +$56.2K 1.33% 23
2021
Q2 		$3.97M Sell
18,251
-772
-4% -$178K 1.47% 23
2021
Q1 		$4.41M Sell
19,023
-50
-0.3% -$10.4K 1.69% 19
2020
Q4 		$3.47M Hold
19,073
– – 1.59% 20
2020
Q3 		$2.85M Sell
19,073
-570
-3% -$80.1K 1.49% 20
2020
Q2 		$2.48M Sell
19,643
-200
-1% -$23.7K 1.35% 21
2020
Q1 		$2.3M Hold
19,843
– – 1.5% 22
2019
Q4 		$2.93M Sell
19,843
-375
-2% -$52.3K 1.2% 23
2019
Q3 		$2.55M Sell
20,218
-180
-0.9% -$22.9K 1.09% 26
2019
Q2 		$2.78M Sell
20,398
-1,205
-6% -$159K 1.22% 23
2019
Q1 		$2.93M Sell
21,603
-107
-0.5% -$14.2K 1.31% 24
2018
Q4 		$2.76M Sell
21,710
-552
-2% -$71.8K 1.4% 22
2018
Q3 		$3.4M Buy
22,262
+1,384
+7% +$196K 1.4% 22
2018
Q2 		$2.83M Sell
20,878
-75
-0.4% -$11.2K 1.17% 26
2018
Q1 		$3.09M Hold
20,953
– – 1.3% 25
2017
Q4 		$3.3M Sell
20,953
-170
-0.8% -$23.6K 1.34% 23
2017
Q3 		$2.63M Sell
21,123
-485
-2% -$55.9K 1.17% 25
2017
Q2 		$2.32M Sell
21,608
-2,005
-8% -$204K 1.06% 30
2017
Q1 		$2.19M Sell
23,613
-288
-1% -$27.3K 0.94% 30
2016
Q4 		$2.22M Sell
23,901
-362
-1% -$32.8K 0.95% 28
2016
Q3 		$2.15M Sell
24,263
-315
-1% -$25.8K 1.01% 28
2016
Q2 		$1.86M Buy
24,578
+6,021
+32% +$451K 0.9% 31
2016
Q1 		$1.42M Sell
18,557
-550
-3% -$36.9K 0.82% 33
2015
Q4 		$1.3M Hold
19,107
– – 0.73% 34
2015
Q3 		$1.25M Hold
19,107
– – 0.74% 31
2015
Q2 		$1.62M Buy
19,107
+307
+2% +$26.4K 0.83% 29
2015
Q1 		$1.5M Sell
18,800
-450
-2% -$37.4K 0.76% 32
2014
Q4 		$1.76M Buy
19,250
+2,680
+16% +$261K 0.84% 31
2014
Q3 		$1.64M Buy
16,570
+1,000
+6% +$106K 1.13% 22
2014
Q2 		$1.69M Sell
15,570
-470
-3% -$49.3K 1.29% 23
2014
Q1 		$1.59M Sell
16,040
-500
-3% -$47.2K 1.29% 23
2013
Q4 		$1.5M Sell
16,540
-15,671
-49% -$1.34M 1.22% 23
2013
Q3 		$2.69M Sell
32,211
-1,180
-4% -$99.8K 1.46% 20
2013
Q2 		$2.75M Buy
+33,391
New +$2.84M 1.51% 20

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Montgomery Investment Management's CAT Position: Q2 2026 in Review

Montgomery Investment Management held its Caterpillar (CAT) position steady in Q2 2026 at 14,327 shares worth $15.3M. The position accounts for 4.63% of the portfolio, ranked #5.

Montgomery Investment Management first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Montgomery Investment Management held 14,327 shares of Caterpillar worth $15.3M as of Q2 2026.
  • Montgomery Investment Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 4.63% of Montgomery Investment Management's portfolio in Q2 2026, its #5 holding.
  • Montgomery Investment Management first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.