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St Louis Trust’s Caterpillar CAT Stock Holding History

St Louis 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 		$589K Hold
1,952
– – 0.07% 91
2026
Q1 		$1.38M Buy
1,952
+379
+24% +$263K 0.16% 71
2025
Q4 		$901K Buy
1,573
+905
+135% +$503K 0.1% 89
2025
Q3 		$319K Hold
668
– – 0.04% 105
2025
Q2 		$259K Hold
668
– – 0.03% 111
2025
Q1 		$220K Buy
+668
New +$238K 0.03% 115
2024
Q3 		– Sell
-668
Closed -$223K – 112
2024
Q2 		$223K Hold
668
– – 0.03% 117
2024
Q1 		$245K Buy
+668
New +$213K 0.04% 113

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

St Louis Trust's CAT Position: Q2 2026 in Review

St Louis Trust held its Caterpillar (CAT) position steady in Q2 2026 at 1,952 shares worth $589K. The position accounts for 0.07% of the portfolio, ranked #91.

St Louis Trust first reported a position in CAT in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q1 2026. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • St Louis Trust held 1,952 shares of Caterpillar worth $589K as of Q2 2026.
  • St Louis Trust left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.07% of St Louis Trust's portfolio in Q2 2026, its #91 holding.
  • St Louis Trust first reported a position in Caterpillar in Q1 2024 and has held it in 8 quarters since.
  • St Louis Trust's Caterpillar position peaked at $1.38M in Q1 2026.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on St Louis Trust's 13F filing for Q2 2026, filed 30 Jul 2026.