SC
CAT icon

Saturna Capital’s Caterpillar CAT Stock Holding History

Saturna Capital’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 		$314K Hold
295
– – ﹤0.01% 130
2026
Q1 		$209K Buy
+295
New +$204K ﹤0.01% 145
2016
Q1 		– Sell
-631
Closed -$43K – 192
2015
Q4 		$43K Buy
+631
New +$44.1K ﹤0.01% 261
2013
Q3 		– Sell
-600
Closed -$49K – 383
2013
Q2 		$49K Buy
+600
New +$51K ﹤0.01% 288

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

Saturna Capital's CAT Position: Q2 2026 in Review

Saturna Capital held its Caterpillar (CAT) position steady in Q2 2026 at 295 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #130.

Saturna Capital first reported a position in CAT in Q2 2013 and has held it in 4 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Saturna Capital held 295 shares of Caterpillar worth $314K as of Q2 2026.
  • Saturna Capital left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up ﹤0.01% of Saturna Capital's portfolio in Q2 2026, its #130 holding.
  • Saturna Capital first reported a position in Caterpillar in Q2 2013 and has held it in 4 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Saturna Capital's 13F filing for Q2 2026, filed 14 Aug 2026.