MCM
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MAI Capital Management’s Caterpillar CAT Stock Holding History

MAI 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 		– Hold
0
– – – 896
2026
Q1 		– Hold
0
– – – 859
2025
Q4 		– Hold
0
– – – 1048
2025
Q3 		– Hold
0
– – – 1206
2025
Q2 		– Hold
0
– – – 1295
2025
Q1 		– Hold
0
– – – 1287
2024
Q4 		– Hold
0
– – – 864

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

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

MAI Capital Management increased its Caterpillar (CAT) stake by 13% in Q2 2026, buying an estimated $6.36M and bringing the position to 65,076 shares worth $69.3M. The position accounts for 0.26% of the portfolio, ranked #77.

MAI Capital Management first reported a position in CAT in Q2 2014 and has held it in 43 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • MAI Capital Management held 65,076 shares of Caterpillar worth $69.3M as of Q2 2026.
  • MAI Capital Management bought 7,242 Caterpillar shares in Q2 2026, an estimated $6.36M.
  • Caterpillar made up 0.26% of MAI Capital Management's portfolio in Q2 2026, its #77 holding.
  • MAI Capital Management first reported a position in Caterpillar in Q2 2014 and has held it in 43 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.