MCA
CAT icon

Magnolia Capital Advisors’s Caterpillar CAT Stock Holding History

Magnolia Capital Advisors’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
Q1 		$1.09M Buy
1,535
+150
+11% +$104K 0.21% 120
2025
Q4 		$793K Buy
1,385
+318
+30% +$177K 0.17% 142
2025
Q3 		$509K Buy
1,067
+118
+12% +$50.4K 0.13% 147
2025
Q2 		$368K Buy
949
+60
+7% +$20K 0.09% 178
2025
Q1 		$293K Sell
889
-50
-5% -$17.8K 0.08% 193
2024
Q4 		$341K Buy
939
+109
+13% +$42.3K 0.09% 184
2024
Q3 		$325K Buy
830
+85
+11% +$29.4K 0.16% 114
2024
Q2 		$248K Buy
+745
New +$258K 0.14% 109

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Magnolia Capital Advisors's CAT Position: Q1 2026 in Review

Magnolia Capital Advisors increased its Caterpillar (CAT) stake by 11% in Q1 2026, buying an estimated $104K and bringing the position to 1,535 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #120.

Magnolia Capital Advisors first reported a position in CAT in Q2 2024 and has held it in 8 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Magnolia Capital Advisors held 1,535 shares of Caterpillar worth $1.09M as of Q1 2026.
  • Magnolia Capital Advisors bought 150 Caterpillar shares in Q1 2026, an estimated $104K.
  • Caterpillar made up 0.21% of Magnolia Capital Advisors's portfolio in Q1 2026, its #120 holding.
  • Magnolia Capital Advisors first reported a position in Caterpillar in Q2 2024 and has held it in 8 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.