MCM
CAT icon

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
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 $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

MAI Capital Management's CAT Position: Q1 2026 in Review

MAI Capital Management increased its Caterpillar (CAT) stake by 2% in Q1 2026, buying an estimated $776K and bringing the position to 57,834 shares worth $41M. The position accounts for 0.23% of the portfolio, ranked #93.

MAI Capital Management first reported a position in CAT in Q2 2014 and has held it in 42 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • MAI Capital Management held 57,834 shares of Caterpillar worth $41M as of Q1 2026.
  • MAI Capital Management bought 1,120 Caterpillar shares in Q1 2026, an estimated $776K.
  • Caterpillar made up 0.23% of MAI Capital Management's portfolio in Q1 2026, its #93 holding.
  • MAI Capital Management first reported a position in Caterpillar in Q2 2014 and has held it in 42 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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