Matrix Trust Co

SEC CIK: 0001784277

SEC filings (opens in a new tab)

CAT holding history

CATERPILLAR INC

Every 13F filing in which Matrix Trust Co reported holding CAT, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full portfolio

Matrix Trust Co: CAT holding by quarter
Quarter	Shares	Value	% of portfolio	Change in shares	Action
Q2 2026	31	$33K	0.00%	+15+93.8%	Added
Q1 2026	16	$11K	0.00%	+16	New