MPW
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Magnolia Private Wealth’s Caterpillar CAT Stock Holding History

Magnolia Private Wealth’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 		$496K Buy
466
+38
+9% +$33.4K 0.27% 76
2026
Q1 		$303K Buy
428
+5
+1% +$3.46K 0.2% 100
2025
Q4 		$242K Buy
423
+2
+0.5% +$1.11K 0.17% 105
2025
Q3 		$201K Buy
+421
New +$180K 0.15% 108

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Magnolia Private Wealth's CAT Position: Q2 2026 in Review

Magnolia Private Wealth increased its Caterpillar (CAT) stake by 8.9% in Q2 2026, buying an estimated $33.4K and bringing the position to 466 shares worth $496K. The position accounts for 0.27% of the portfolio, ranked #76.

Magnolia Private Wealth first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Magnolia Private Wealth held 466 shares of Caterpillar worth $496K as of Q2 2026.
  • Magnolia Private Wealth bought 38 Caterpillar shares in Q2 2026, an estimated $33.4K.
  • Caterpillar made up 0.27% of Magnolia Private Wealth's portfolio in Q2 2026, its #76 holding.
  • Magnolia Private Wealth first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.