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Moody Aldrich Partners’s Caterpillar CAT Stock Holding History

Moody Aldrich Partners’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 		– Sell
-607
Closed -$430K – 188
2026
Q1 		$430K Buy
607
+172
+40% +$119K 0.08% 140
2025
Q4 		$249K Hold
435
– – 0.05% 172
2025
Q3 		$208K Buy
+435
New +$186K 0.04% 187

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moody Aldrich Partners's CAT Position: Q2 2026 in Review

Moody Aldrich Partners sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 607 shares — an estimated $430K sold.

Moody Aldrich Partners first reported a position in CAT in Q3 2025 and held it in 3 quarters. The position peaked at $430K in Q1 2026. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Moody Aldrich Partners reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Moody Aldrich Partners sold 607 Caterpillar shares in Q2 2026, an estimated $430K.
  • Moody Aldrich Partners first reported a position in Caterpillar in Q3 2025 and held it in 3 quarters.
  • Moody Aldrich Partners's Caterpillar position peaked at $430K in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.