True North Advisors’s Caterpillar CAT Stock Holding History

True North Advisors’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	$5.48M	Sell	5,142 -23	-0.4%	-$20.2K	0.52%	44
2026 Q1	$3.66M	Sell	5,165 -15	-0.3%	-$10.4K	0.42%	43
2025 Q4	$2.97M	Sell	5,180 -4	-0.1%	-$2.22K	0.38%	46
2025 Q3	$2.47M	Buy	5,184 +126	+2%	+$53.8K	0.39%	43
2025 Q2	$1.96M	Sell	5,058 -169	-3%	-$56.3K	0.38%	57
2025 Q1	$1.72M	Sell	5,227 -228	-4%	-$81.2K	0.31%	73
2024 Q4	$1.98M	Hold	5,455	–	–	0.47%	43
2024 Q3	$2.13M	Hold	5,455	–	–	0.56%	34
2024 Q2	$1.82M	Sell	5,455 -40	-0.7%	-$13.9K	0.49%	35
2024 Q1	$2.01M	Sell	5,495 -2	-0%	-$639	0.56%	33
2023 Q4	$1.63M	Buy	5,497 +1	+0%	+$259	0.42%	38
2023 Q3	$1.5M	Sell	5,496 -516	-9%	-$140K	0.46%	44
2023 Q2	$1.48M	Buy	6,012 +167	+3%	+$37.2K	0.42%	52
2023 Q1	$1.34M	Sell	5,845 -22	-0.4%	-$5.32K	0.39%	61
2022 Q4	$1.41M	Buy	5,867 +23	+0.4%	+$5.01K	0.48%	58
2022 Q3	$959K	Hold	5,844	–	–	0.31%	80
2022 Q2	$1.04M	Hold	5,844	–	–	0.33%	78
2022 Q1	$1.3M	Sell	5,844 -2,500	-30%	-$524K	0.35%	68
2021 Q4	$1.73M	Sell	8,344 -1,498	-15%	-$302K	0.29%	75
2021 Q3	$1.89M	Buy	9,842 +400	+4%	+$83.3K	0.37%	64
2021 Q2	$2.05M	Buy	9,442 +800	+9%	+$185K	0.43%	53
2021 Q1	$2M	Buy	8,642 +4,000	+86%	+$828K	0.48%	46
2020 Q4	$844K	Sell	4,642 -63	-1%	-$10.7K	0.22%	89
2020 Q3	$701K	Sell	4,705 -26,600	-85%	-$3.74M	0.2%	89
2020 Q2	$3.96M	Buy	31,305 +2,000	+7%	+$237K	0.95%	24
2020 Q1	$3.4M	Sell	29,305 -55	-0.2%	-$7.03K	1.16%	26
2019 Q4	$4.33M	Buy	+29,360	New	+$4.1M	1.22%	25

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

True North Advisors's CAT Position: Q2 2026 in Review

True North Advisors reduced its Caterpillar (CAT) stake by 0.45% in Q2 2026, selling an estimated $20.2K and leaving 5,142 shares worth $5.48M. The position accounts for 0.52% of the portfolio, ranked #44.

True North Advisors first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

True North Advisors held 5,142 shares of Caterpillar worth $5.48M as of Q2 2026.
True North Advisors sold 23 Caterpillar shares in Q2 2026, an estimated $20.2K.
Caterpillar made up 0.52% of True North Advisors's portfolio in Q2 2026, its #44 holding.
True North Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.