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Moors & Cabot’s Caterpillar CAT Stock Holding History

Moors & Cabot’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
2023
Q1 		– Sell
-100
Closed -$1.98K – 886
2022
Q4 		$1.98K Buy
+100
New +$21.8K ﹤0.01% 845
2021
Q3 		– Sell
-1,000
Closed -$16K – 872
2021
Q2 		$16K Buy
+1,000
New +$231K ﹤0.01% 803

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Moors & Cabot's CAT Position: Q2 2026 in Review

Moors & Cabot reduced its Caterpillar (CAT) stake by 3.5% in Q2 2026, selling an estimated $518K and leaving 16,267 shares worth $17.3M. The position accounts for 0.67% of the portfolio, ranked #28.

Moors & Cabot first reported a position in CAT in Q1 2014 and has held it in 50 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Moors & Cabot held 16,267 shares of Caterpillar worth $17.3M as of Q2 2026.
  • Moors & Cabot sold 590 Caterpillar shares in Q2 2026, an estimated $518K.
  • Caterpillar made up 0.67% of Moors & Cabot's portfolio in Q2 2026, its #28 holding.
  • Moors & Cabot first reported a position in Caterpillar in Q1 2014 and has held it in 50 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.