MCM
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Mainstay Capital Management’s Caterpillar CAT Stock Holding History

Mainstay 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 		$3.12M Buy
4,400
+84
+2% +$58.2K 0.24% 31
2025
Q4 		$2.47M Buy
4,316
+154
+4% +$85.6K 0.19% 36
2025
Q3 		$1.99M Sell
4,162
-4,070
-49% -$1.74M 0.2% 42
2025
Q2 		$3.2M Buy
8,232
+4,199
+104% +$1.4M 0.16% 54
2025
Q1 		$1.33M Sell
4,033
-83
-2% -$29.6K 0.18% 48
2024
Q4 		$1.49M Buy
4,116
+189
+5% +$73.3K 0.23% 42
2024
Q3 		$1.54M Buy
3,927
+650
+20% +$224K 0.26% 40
2024
Q2 		$1.09M Buy
3,277
+298
+10% +$103K 0.19% 47
2024
Q1 		$1.09M Sell
2,979
-405
-12% -$129K 0.21% 51
2023
Q4 		$1M Buy
+3,384
New +$878K 0.19% 48
2019
Q4 		– Sell
-11,523
Closed -$1.46M – 106
2019
Q3 		$1.46M Buy
+11,523
New +$1.46M 0.8% 37
2018
Q4 		– Sell
-923
Closed -$140K – 130
2018
Q3 		$140K Buy
923
+302
+49% +$42.7K 0.09% 118
2018
Q2 		$84K Buy
621
+302
+95% +$45.1K 0.07% 128
2018
Q1 		$47K Sell
319
-10
-3% -$1.58K 0.04% 157
2017
Q4 		$52K Buy
+329
New +$45.6K 0.04% 161

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

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

Mainstay Capital Management increased its Caterpillar (CAT) stake by 1.9% in Q1 2026, buying an estimated $58.2K and bringing the position to 4,400 shares worth $3.12M. The position accounts for 0.24% of the portfolio, ranked #31.

Mainstay Capital Management first reported a position in CAT in Q4 2017 and has held it in 15 quarters since. The position peaked at $3.2M in Q2 2025. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Mainstay Capital Management held 4,400 shares of Caterpillar worth $3.12M as of Q1 2026.
  • Mainstay Capital Management bought 84 Caterpillar shares in Q1 2026, an estimated $58.2K.
  • Caterpillar made up 0.24% of Mainstay Capital Management's portfolio in Q1 2026, its #31 holding.
  • Mainstay Capital Management first reported a position in Caterpillar in Q4 2017 and has held it in 15 quarters since.
  • Mainstay Capital Management's Caterpillar position peaked at $3.2M in Q2 2025.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Mainstay Capital Management's 13F filing for Q1 2026, filed 12 May 2026.