Thomas Story & Son’s Caterpillar CAT Stock Holding History

Thomas Story & Son’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	$1.09M	Hold	1,350	–	–	0.38%	36
2026 Q2	$1.44M	Hold	1,350	–	–	0.51%	29
2026 Q1	$956K	Hold	1,350	–	–	0.37%	35
2025 Q4	$773K	Hold	1,350	–	–	0.29%	38
2025 Q3	$644K	Hold	1,350	–	–	0.24%	39
2025 Q2	$524K	Hold	1,350	–	–	0.2%	41
2025 Q1	$445K	Hold	1,350	–	–	0.17%	41
2024 Q4	$490K	Hold	1,350	–	–	0.21%	41
2024 Q3	$528K	Sell	1,350 -350	-21%	-$121K	0.22%	43
2024 Q2	$566K	Hold	1,700	–	–	0.24%	43
2024 Q1	$623K	Hold	1,700	–	–	0.26%	42
2023 Q4	$503K	Hold	1,700	–	–	0.24%	43
2023 Q3	$464K	Hold	1,700	–	–	0.23%	44
2023 Q2	$418K	Hold	1,700	–	–	0.19%	45
2023 Q1	$389K	Hold	1,700	–	–	0.19%	45
2022 Q4	$407K	Hold	1,700	–	–	0.21%	43
2022 Q3	$279K	Hold	1,700	–	–	0.15%	51
2022 Q2	$304K	Hold	1,700	–	–	0.14%	52
2022 Q1	$379K	Sell	1,700 -8,400	-83%	-$1.76M	0.15%	52
2021 Q4	$2.09M	Hold	10,100	–	–	0.81%	32
2021 Q3	$1.94M	Hold	10,100	–	–	0.79%	33
2021 Q2	$2.2M	Hold	10,100	–	–	0.82%	33
2021 Q1	$2.34M	Hold	10,100	–	–	0.88%	30
2020 Q4	$1.84M	Hold	10,100	–	–	0.75%	34
2020 Q3	$1.51M	Hold	10,100	–	–	0.67%	33
2020 Q2	$1.28M	Hold	10,100	–	–	0.61%	32
2020 Q1	$1.17M	Hold	10,100	–	–	0.67%	31
2019 Q4	$1.49M	Hold	10,100	–	–	0.73%	30
2019 Q3	$1.28M	Sell	10,100 -300	-3%	-$38.1K	0.66%	32
2019 Q2	$1.42M	Buy	10,400 +2,000	+24%	+$264K	0.73%	31
2019 Q1	$1.14M	Hold	8,400	–	–	0.6%	33
2018 Q4	$1.07M	Hold	8,400	–	–	0.65%	33
2018 Q3	$1.28M	Hold	8,400	–	–	0.68%	32
2018 Q2	$1.14M	Hold	8,400	–	–	0.66%	32
2018 Q1	$1.24M	Hold	8,400	–	–	0.73%	32
2017 Q4	$1.32M	Hold	8,400	–	–	0.76%	31
2017 Q3	$1.05M	Hold	8,400	–	–	0.57%	35
2017 Q2	$903K	Hold	8,400	–	–	0.53%	39
2017 Q1	$779K	Hold	8,400	–	–	0.44%	40
2016 Q4	$779K	Hold	8,400	–	–	0.47%	38
2016 Q3	$746K	Hold	8,400	–	–	0.46%	37
2016 Q2	$637K	Hold	8,400	–	–	0.39%	37
2016 Q1	$643K	Hold	8,400	–	–	0.39%	40
2015 Q4	$571K	Hold	8,400	–	–	0.36%	39
2015 Q3	$549K	Hold	8,400	–	–	0.36%	40
2015 Q2	$712K	Hold	8,400	–	–	0.45%	39
2015 Q1	$672K	Hold	8,400	–	–	0.42%	40
2014 Q4	$769K	Hold	8,400	–	–	0.46%	40
2014 Q3	$832K	Hold	8,400	–	–	0.52%	39
2014 Q2	$913K	Hold	8,400	–	–	0.56%	39
2014 Q1	$835K	Hold	8,400	–	–	0.45%	46
2013 Q4	$763K	Hold	8,400	–	–	0.42%	45
2013 Q3	$701K	Hold	8,400	–	–	0.43%	44
2013 Q2	$693K	Buy	+8,400	New	+$714K	0.43%	45

Other funds holding CAT

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Thomas Story & Son's CAT Position: Q3 2026 in Review

Thomas Story & Son held its Caterpillar (CAT) position steady in Q3 2026 at 1,350 shares worth $1.09M. The position accounts for 0.38% of the portfolio, ranked #36.

Thomas Story & Son first reported a position in CAT in Q2 2013 and has held it in 54 quarters since. The position peaked at $2.34M in Q1 2021. 2,500 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Thomas Story & Son held 1,350 shares of Caterpillar worth $1.09M as of Q3 2026.
Thomas Story & Son left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.38% of Thomas Story & Son's portfolio in Q3 2026, its #36 holding.
Thomas Story & Son first reported a position in Caterpillar in Q2 2013 and has held it in 54 quarters since.
Thomas Story & Son's Caterpillar position peaked at $2.34M in Q1 2021.
2,500 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Thomas Story & Son's 13F filing for Q3 2026, filed 13 Oct 2026.