Wallington Asset Management’s Caterpillar CAT Stock Holding History

Wallington 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	$256K	Buy	+240	New	+$211K	0.03%	55
2015 Q1	–	Sell	-140	Closed	-$13K	–	65
2014 Q4	$13K	Hold	140	–	–	﹤0.01%	92
2014 Q3	$14K	Hold	140	–	–	﹤0.01%	88
2014 Q2	$15K	Hold	140	–	–	0.01%	86
2014 Q1	$14K	Hold	140	–	–	﹤0.01%	96
2013 Q4	$13K	Hold	140	–	–	﹤0.01%	79
2013 Q3	$12K	Hold	140	–	–	﹤0.01%	80
2013 Q2	$12K	Buy	+140	New	+$11.9K	0.01%	79

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

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

Wallington Asset Management opened a new position in Caterpillar (CAT) in Q2 2026: 240 shares worth $256K. The stake represents 0.03% of the portfolio and ranks #55 among its holdings. This is a return to the name: Wallington Asset Management previously reported a position in CAT as recently as Q4 2014.

Wallington Asset Management first reported a position in CAT in Q2 2013 and has held it in 8 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Wallington Asset Management held 240 shares of Caterpillar worth $256K as of Q2 2026.
Caterpillar was a new Wallington Asset Management position in Q2 2026.
Caterpillar made up 0.03% of Wallington Asset Management's portfolio in Q2 2026, its #55 holding.
Wallington Asset Management first reported a position in Caterpillar in Q2 2013 and has held it in 8 quarters since.
4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wallington Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.