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Smithbridge Asset Management’s Caterpillar CAT Stock Holding History

Smithbridge Asset Management’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 		$999K Hold
938
– – 0.14% 108
2026
Q1 		$664K Sell
938
-909
-49% -$630K 0.1% 117
2025
Q4 		$1.06M Buy
+1,847
New +$1.03M 0.09% 101

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

Smithbridge Asset Management's CAT Position: Q2 2026 in Review

Smithbridge Asset Management held its Caterpillar (CAT) position steady in Q2 2026 at 938 shares worth $999K. The position accounts for 0.14% of the portfolio, ranked #108.

Smithbridge Asset Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q4 2025. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Smithbridge Asset Management held 938 shares of Caterpillar worth $999K as of Q2 2026.
  • Smithbridge Asset Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.14% of Smithbridge Asset Management's portfolio in Q2 2026, its #108 holding.
  • Smithbridge Asset Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • Smithbridge Asset Management's Caterpillar position peaked at $1.06M in Q4 2025.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.