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Old Mission Investment Co’s Caterpillar CAT Stock Holding History

Old Mission Investment Co’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 		$6.58M Sell
6,179
-1,119
-15% -$983K 1.37% 13
2026
Q1 		$5.17M Sell
7,298
-275
-4% -$190K 1.21% 18
2025
Q4 		$4.34M Sell
7,573
-114
-1% -$63.4K 1.04% 20
2025
Q3 		$3.67M Buy
7,687
+584
+8% +$249K 0.89% 24
2025
Q2 		$2.76M Buy
7,103
+453
+7% +$151K 0.75% 24
2025
Q1 		$2.19M Buy
6,650
+225
+4% +$80.1K 0.66% 25
2024
Q4 		$2.33M Buy
6,425
+904
+16% +$351K 0.69% 25
2024
Q3 		$2.16M Buy
5,521
+268
+5% +$92.6K 0.66% 26
2024
Q2 		$1.75M Buy
5,253
+102
+2% +$35.4K 0.57% 29
2024
Q1 		$1.89M Sell
5,151
-70
-1% -$22.4K 0.63% 27
2023
Q4 		$1.54M Sell
5,221
-39
-0.7% -$10.1K 0.54% 29
2023
Q3 		$1.44M Buy
5,260
+22
+0.4% +$5.97K 0.56% 28
2023
Q2 		$1.29M Buy
5,238
+95
+2% +$21.2K 0.48% 31
2023
Q1 		$1.18M Buy
5,143
+528
+11% +$128K 0.46% 33
2022
Q4 		$1.11M Buy
4,615
+172
+4% +$37.4K 0.47% 34
2022
Q3 		$729K Buy
4,443
+119
+3% +$21.7K 0.34% 43
2022
Q2 		$773K Buy
4,324
+192
+5% +$40.5K 0.34% 44
2022
Q1 		$921K Buy
4,132
+265
+7% +$55.6K 0.34% 42
2021
Q4 		$800K Buy
3,867
+25
+0.7% +$5.03K 0.29% 50
2021
Q3 		$738K Buy
3,842
+326
+9% +$67.9K 0.3% 47
2021
Q2 		$765K Buy
3,516
+38
+1% +$8.78K 0.31% 44
2021
Q1 		$806K Buy
3,478
+159
+5% +$32.9K 0.38% 39
2020
Q4 		$604K Buy
3,319
+133
+4% +$22.6K 0.32% 47
2020
Q3 		$475K Buy
3,186
+548
+21% +$77K 0.28% 51
2020
Q2 		$334K Sell
2,638
-80
-3% -$9.48K 0.23% 59
2020
Q1 		$315K Buy
2,718
+1,111
+69% +$142K 0.3% 51
2019
Q4 		$237K Buy
+1,607
New +$224K 0.21% 57

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Old Mission Investment Co's CAT Position: Q2 2026 in Review

Old Mission Investment Co reduced its Caterpillar (CAT) stake by 15% in Q2 2026, selling an estimated $983K and leaving 6,179 shares worth $6.58M. The position accounts for 1.37% of the portfolio, ranked #13.

Old Mission Investment Co first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,067 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Old Mission Investment Co held 6,179 shares of Caterpillar worth $6.58M as of Q2 2026.
  • Old Mission Investment Co sold 1,119 Caterpillar shares in Q2 2026, an estimated $983K.
  • Caterpillar made up 1.37% of Old Mission Investment Co's portfolio in Q2 2026, its #13 holding.
  • Old Mission Investment Co first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,067 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.