M3 Advisory Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
M3 Advisory Group's CAT Position: Q2 2026 in Review
M3 Advisory Group increased its Caterpillar (CAT) stake by 3.5% in Q2 2026, buying an estimated $13.2K and bringing the position to 449 shares worth $478K. The position accounts for 0.25% of the portfolio, ranked #73.
M3 Advisory Group first reported a position in CAT in Q3 2024 and has held it in 4 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- M3 Advisory Group held 449 shares of Caterpillar worth $478K as of Q2 2026.
- M3 Advisory Group bought 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
- Caterpillar made up 0.25% of M3 Advisory Group's portfolio in Q2 2026, its #73 holding.
- M3 Advisory Group first reported a position in Caterpillar in Q3 2024 and has held it in 4 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.