TruNorth Capital Management’s Caterpillar CAT Stock Holding History

TruNorth Capital 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	$309K	Hold	290	–	–	0.05%	92
2026 Q1	$205K	Buy	+290	New	+$201K	0.04%	113
2025 Q4	–	Sell	-189	Closed	-$90.2K	–	157
2025 Q3	$90.2K	Hold	189	–	–	0.02%	136
2025 Q2	$73.4K	Sell	189 -15	-7%	-$5K	0.02%	136
2025 Q1	$67.3K	Buy	204 +59	+41%	+$21K	0.02%	181
2024 Q4	$52.6K	Hold	145	–	–	0.01%	144
2024 Q3	$56.7K	Buy	145 +22	+18%	+$7.6K	0.02%	139
2024 Q2	$41K	Buy	123 +84	+215%	+$29.1K	0.01%	144
2024 Q1	$14.3K	Buy	+39	New	+$12.5K	﹤0.01%	164

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TruNorth Capital Management's CAT Position: Q2 2026 in Review

TruNorth Capital Management held its Caterpillar (CAT) position steady in Q2 2026 at 290 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #92.

TruNorth Capital Management first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

TruNorth Capital Management held 290 shares of Caterpillar worth $309K as of Q2 2026.
TruNorth Capital Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.05% of TruNorth Capital Management's portfolio in Q2 2026, its #92 holding.
TruNorth Capital Management first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.