Select Asset Management & Trust’s Caterpillar CAT Stock Holding History

Select Asset Management & Trust’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	$290K	Buy	+272	New	+$239K	0.08%	63
2022 Q4	–	Sell	-3,272	Closed	-$537K	–	56
2022 Q3	$537K	Sell	3,272 -1,200	-27%	-$219K	0.64%	29
2022 Q2	$799K	Hold	4,472	–	–	0.86%	27
2022 Q1	$996K	Buy	4,472 +2,200	+97%	+$461K	0.85%	24
2021 Q4	$470K	Hold	2,272	–	–	0.31%	34
2021 Q3	$436K	Buy	+2,272	New	+$473K	0.31%	31

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Select Asset Management & Trust's CAT Position: Q2 2026 in Review

Select Asset Management & Trust opened a new position in Caterpillar (CAT) in Q2 2026: 272 shares worth $290K. The stake represents 0.08% of the portfolio and ranks #63 among its holdings. This is a return to the name: Select Asset Management & Trust previously reported a position in CAT as recently as Q3 2022.

Select Asset Management & Trust first reported a position in CAT in Q3 2021 and has held it in 6 quarters since. The position peaked at $996K in Q1 2022. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Select Asset Management & Trust held 272 shares of Caterpillar worth $290K as of Q2 2026.
Caterpillar was a new Select Asset Management & Trust position in Q2 2026.
Caterpillar made up 0.08% of Select Asset Management & Trust's portfolio in Q2 2026, its #63 holding.
Select Asset Management & Trust first reported a position in Caterpillar in Q3 2021 and has held it in 6 quarters since.
Select Asset Management & Trust's Caterpillar position peaked at $996K in Q1 2022.
4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Select Asset Management & Trust's 13F filing for Q2 2026, filed 11 Aug 2026.