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 Q3	$221K	Hold	272	–	–	0.06%	73
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 $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Select Asset Management & Trust's CAT Position: Q3 2026 in Review

Select Asset Management & Trust held its Caterpillar (CAT) position steady in Q3 2026 at 272 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #73.

Select Asset Management & Trust first reported a position in CAT in Q3 2021 and has held it in 7 quarters since. The position peaked at $996K in Q1 2022. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Select Asset Management & Trust held 272 shares of Caterpillar worth $221K as of Q3 2026.
Select Asset Management & Trust left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.06% of Select Asset Management & Trust's portfolio in Q3 2026, its #73 holding.
Select Asset Management & Trust first reported a position in Caterpillar in Q3 2021 and has held it in 7 quarters since.
Select Asset Management & Trust's Caterpillar position peaked at $996K in Q1 2022.
3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Select Asset Management & Trust's 13F filing for Q3 2026, filed 12 Nov 2026.