MCM
CAT icon

M1 Capital Management’s Caterpillar CAT Stock Holding History

M1 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 		$629K Sell
591
-141
-19% -$124K 0.23% 61
2026
Q1 		$519K Sell
732
-112
-13% -$77.6K 0.24% 62
2025
Q4 		$484K Hold
844
– – 0.2% 65
2025
Q3 		$403K Sell
844
-356
-30% -$152K 0.17% 72
2025
Q2 		$466K Sell
1,200
-161
-12% -$53.7K 0.23% 58
2025
Q1 		$449K Sell
1,361
-144
-10% -$51.3K 0.28% 49
2024
Q4 		$546K Buy
+1,505
New +$584K 0.29% 44

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

M1 Capital Management's CAT Position: Q2 2026 in Review

M1 Capital Management reduced its Caterpillar (CAT) stake by 19% in Q2 2026, selling an estimated $124K and leaving 591 shares worth $629K. The position accounts for 0.23% of the portfolio, ranked #61.

M1 Capital Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,067 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • M1 Capital Management held 591 shares of Caterpillar worth $629K as of Q2 2026.
  • M1 Capital Management sold 141 Caterpillar shares in Q2 2026, an estimated $124K.
  • Caterpillar made up 0.23% of M1 Capital Management's portfolio in Q2 2026, its #61 holding.
  • M1 Capital Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,067 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on M1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.