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Salem Investment Counselors’s Caterpillar CAT Stock Holding History

Salem Investment Counselors’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 		$51.9M Sell
48,741
-181
-0.4% -$159K 1.29% 17
2026
Q1 		$34.7M Sell
48,922
-208
-0.4% -$144K 1.02% 21
2025
Q4 		$28.1M Sell
49,130
-2,120
-4% -$1.18M 0.79% 26
2025
Q3 		$24.5M Buy
51,250
+669
+1% +$286K 0.7% 29
2025
Q2 		$19.6M Buy
50,581
+8,048
+19% +$2.68M 0.62% 34
2025
Q1 		$14M Buy
42,533
+304
+0.7% +$108K 0.49% 43
2024
Q4 		$15.3M Buy
42,229
+86
+0.2% +$33.4K 0.5% 42
2024
Q3 		$16.5M Buy
42,143
+259
+0.6% +$89.4K 0.5% 41
2024
Q2 		$14M Sell
41,884
-52
-0.1% -$18K 0.45% 42
2024
Q1 		$15.4M Sell
41,936
-219
-0.5% -$70K 0.5% 39
2023
Q4 		$12.5M Sell
42,155
-4,321
-9% -$1.12M 0.43% 43
2023
Q3 		$12.7M Sell
46,476
-139
-0.3% -$37.7K 0.48% 38
2023
Q2 		$11.5M Buy
46,615
+353
+0.8% +$78.7K 0.42% 45
2023
Q1 		$10.6M Buy
46,262
+11,111
+32% +$2.69M 0.42% 42
2022
Q4 		$8.42M Buy
35,151
+546
+2% +$119K 0.36% 49
2022
Q3 		$5.68M Sell
34,605
-179
-0.5% -$32.7K 0.26% 64
2022
Q2 		$6.22M Buy
34,784
+339
+1% +$71.4K 0.28% 60
2022
Q1 		$7.67M Buy
34,445
+512
+2% +$107K 0.3% 53
2021
Q4 		$7.01M Buy
33,933
+2,134
+7% +$430K 0.24% 63
2021
Q3 		$6.1M Buy
31,799
+570
+2% +$119K 0.33% 65
2021
Q2 		$6.8M Sell
31,229
-1,111
-3% -$257K 0.37% 58
2021
Q1 		$7.5M Buy
32,340
+369
+1% +$76.4K 0.46% 58
2020
Q4 		$5.82M Buy
31,971
+595
+2% +$101K 0.38% 62
2020
Q3 		$4.68M Buy
31,376
+340
+1% +$47.8K 0.36% 63
2020
Q2 		$3.93M Sell
31,036
-756
-2% -$89.6K 0.33% 61
2020
Q1 		$3.69M Buy
31,792
+600
+2% +$76.6K 0.38% 57
2019
Q4 		$4.61M Buy
31,192
+349
+1% +$48.7K 0.38% 63
2019
Q3 		$3.9M Buy
30,843
+236
+0.8% +$30K 0.36% 65
2019
Q2 		$4.17M Sell
30,607
-1,197
-4% -$158K 0.38% 67
2019
Q1 		$4.85M Buy
31,804
+1,622
+5% +$215K 0.5% 51
2018
Q4 		$3.83M Sell
30,182
-1,622
-5% -$211K 0.48% 50
2018
Q3 		$4.85M Buy
31,804
+2,310
+8% +$327K 0.5% 51
2018
Q2 		$4M Sell
29,494
-1,112
-4% -$166K 0.37% 59
2018
Q1 		$4.4M Sell
30,606
-188
-0.6% -$29.7K 0.5% 51
2017
Q4 		$4.85M Sell
30,794
-125
-0.4% -$17.3K 0.53% 50
2017
Q3 		$3.85M Buy
30,919
+590
+2% +$67.9K 0.45% 57
2017
Q2 		$3.26M Sell
30,329
-434
-1% -$44.1K 0.38% 61
2017
Q1 		$2.85M Buy
30,763
+25,807
+521% +$2.44M 0.31% 80
2016
Q4 		$460K Sell
4,956
-22,041
-82% -$2M 0.05% 181
2016
Q3 		$24K Sell
26,997
-4,026
-13% -$329K 0.31% 75
2016
Q2 		$2.35M Buy
31,023
+1,410
+5% +$106K 0.28% 84
2016
Q1 		$2.27M Sell
29,613
-2,123
-7% -$142K 0.28% 84
2015
Q4 		$2.16M Sell
31,736
-640
-2% -$44.7K 0.27% 83
2015
Q3 		$2.1M Sell
32,376
-1,375
-4% -$105K 0.27% 86
2015
Q2 		$2.86M Sell
33,751
-25
-0.1% -$2.15K 0.35% 77
2015
Q1 		$2.7M Sell
33,776
-1,315
-4% -$109K 0.32% 79
2014
Q4 		$3.21M Sell
35,091
-18
-0.1% -$1.75K 0.38% 69
2014
Q3 		$3.48M Buy
35,109
+620
+2% +$65.7K 0.42% 68
2014
Q2 		$3.75M Sell
34,489
-885
-3% -$92.9K 0.45% 65
2014
Q1 		$3.52M Buy
35,374
+2,655
+8% +$250K 0.43% 64
2013
Q4 		$2.97M Sell
32,719
-525
-2% -$44.8K 0.39% 70
2013
Q3 		$2.77M Sell
33,244
-71,664
-68% -$6.06M 0.39% 70
2013
Q2 		$8.65M Buy
+104,908
New +$8.92M 1.25% 23

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Salem Investment Counselors's CAT Position: Q2 2026 in Review

Salem Investment Counselors reduced its Caterpillar (CAT) stake by 0.37% in Q2 2026, selling an estimated $159K and leaving 48,741 shares worth $51.9M. The position accounts for 1.29% of the portfolio, ranked #17.

Salem Investment Counselors first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,467 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Salem Investment Counselors held 48,741 shares of Caterpillar worth $51.9M as of Q2 2026.
  • Salem Investment Counselors sold 181 Caterpillar shares in Q2 2026, an estimated $159K.
  • Caterpillar made up 1.29% of Salem Investment Counselors's portfolio in Q2 2026, its #17 holding.
  • Salem Investment Counselors first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 1,467 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.