MSG
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Main Street Group’s Caterpillar CAT Stock Holding History

Main Street Group’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 		$617K Sell
579
-15
-3% -$13.2K 0.14% 54
2026
Q1 		$420K Buy
594
+4
+0.7% +$2.77K 0.12% 64
2025
Q4 		$338K Buy
590
+26
+5% +$14.5K 0.12% 60
2025
Q3 		$269K Sell
564
-4
-0.7% -$1.71K 0.08% 88
2025
Q2 		$220K Sell
568
-12
-2% -$4K 0.07% 94
2025
Q1 		$191K Buy
580
+46
+9% +$16.4K 0.07% 105
2024
Q4 		$193K Buy
534
+1
+0.2% +$388 0.07% 103
2024
Q3 		$208K Sell
533
-13
-2% -$4.49K 0.08% 100
2024
Q2 		$179K Sell
546
-59
-10% -$20.5K 0.07% 111
2024
Q1 		$220K Buy
605
+32
+6% +$10.2K 0.1% 109
2023
Q4 		$170K Buy
+573
New +$149K 0.06% 159

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

Main Street Group's CAT Position: Q2 2026 in Review

Main Street Group reduced its Caterpillar (CAT) stake by 2.5% in Q2 2026, selling an estimated $13.2K and leaving 579 shares worth $617K. The position accounts for 0.14% of the portfolio, ranked #54.

Main Street Group first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Main Street Group held 579 shares of Caterpillar worth $617K as of Q2 2026.
  • Main Street Group sold 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
  • Caterpillar made up 0.14% of Main Street Group's portfolio in Q2 2026, its #54 holding.
  • Main Street Group first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.