Mount Vernon Associates’s Caterpillar CAT Stock Holding History

Mount Vernon Associates’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	$852K	Hold	800	–	–	0.56%	37
2026 Q1	$567K	Hold	800	–	–	0.4%	40
2025 Q4	$458K	Buy	800 +50	+7%	+$27.8K	0.31%	40
2025 Q3	$358K	Sell	750 -200	-21%	-$85.4K	0.25%	42
2025 Q2	$369K	Hold	950	–	–	0.27%	40
2025 Q1	$313K	Hold	950	–	–	0.26%	44
2024 Q4	$345K	Hold	950	–	–	0.27%	43
2024 Q3	$372K	Buy	+950	New	+$328K	0.3%	43
2024 Q2	–	Sell	-1,150	Closed	-$421K	–	53
2024 Q1	$421K	Sell	1,150 -26	-2%	-$8.31K	0.36%	42
2023 Q4	$348K	Hold	1,176	–	–	0.34%	43
2023 Q3	$321K	Hold	1,176	–	–	0.35%	42
2023 Q2	$289K	Hold	1,176	–	–	0.31%	45
2023 Q1	$269K	Hold	1,176	–	–	0.32%	45
2022 Q4	$282K	Buy	+1,176	New	+$256K	0.36%	42
2022 Q3	–	Sell	-1,176	Closed	-$210K	–	48
2022 Q2	$210K	Hold	1,176	–	–	0.26%	49
2022 Q1	$262K	Sell	1,176 -200	-15%	-$41.9K	0.25%	46
2021 Q4	$284K	Hold	1,376	–	–	0.25%	47
2021 Q3	$264K	Sell	1,376 -100	-7%	-$20.8K	0.24%	47
2021 Q2	$321K	Hold	1,476	–	–	0.29%	44
2021 Q1	$342K	Hold	1,476	–	–	0.34%	43
2020 Q4	$269K	Hold	1,476	–	–	0.28%	43
2020 Q3	$220K	Buy	+1,476	New	+$207K	0.26%	46
2020 Q2	–	Sell	-2,026	Closed	-$235K	–	53
2020 Q1	$235K	Hold	2,026	–	–	0.39%	42
2019 Q4	$299K	Hold	2,026	–	–	0.41%	41
2019 Q3	$256K	Hold	2,026	–	–	0.38%	42
2019 Q2	$276K	Hold	2,026	–	–	0.41%	43
2019 Q1	$275K	Hold	2,026	–	–	0.42%	42
2018 Q4	$257K	Sell	2,026 -200	-9%	-$26K	0.45%	41
2018 Q3	$339K	Hold	2,226	–	–	0.5%	40
2018 Q2	$302K	Hold	2,226	–	–	0.47%	40
2018 Q1	$328K	Hold	2,226	–	–	0.51%	39
2017 Q4	$351K	Hold	2,226	–	–	0.53%	39
2017 Q3	$278K	Buy	+2,226	New	+$256K	0.46%	43
2014 Q4	–	Sell	-2,050	Closed	-$203K	–	53
2014 Q3	$203K	Hold	2,050	–	–	0.51%	51
2014 Q2	$223K	Hold	2,050	–	–	0.57%	49
2014 Q1	$204K	Buy	+2,050	New	+$193K	0.53%	51

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mount Vernon Associates's CAT Position: Q2 2026 in Review

Mount Vernon Associates held its Caterpillar (CAT) position steady in Q2 2026 at 800 shares worth $852K. The position accounts for 0.56% of the portfolio, ranked #37.

Mount Vernon Associates first reported a position in CAT in Q1 2014 and has held it in 36 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Mount Vernon Associates held 800 shares of Caterpillar worth $852K as of Q2 2026.
Mount Vernon Associates left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.56% of Mount Vernon Associates's portfolio in Q2 2026, its #37 holding.
Mount Vernon Associates first reported a position in Caterpillar in Q1 2014 and has held it in 36 quarters since.
1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mount Vernon Associates's 13F filing for Q2 2026, filed 24 Jul 2026.