Marquette Asset Management’s Caterpillar CAT Stock Holding History

Marquette Asset 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	$76.7K	Hold	72	–	–	0.01%	150
2026 Q1	$51K	Buy	72 +14	+24%	+$9.7K	0.01%	108
2025 Q4	$33.2K	Hold	58	–	–	﹤0.01%	125
2025 Q3	$27.7K	Buy	58 +53	+1,060%	+$22.6K	﹤0.01%	127
2025 Q2	$1.94K	Hold	5	–	–	﹤0.01%	129
2025 Q1	$1.65K	Buy	+5	New	+$1.78K	﹤0.01%	133
2024 Q4	–	Sell	-10	Closed	-$3.91K	–	194
2024 Q3	$3.91K	Buy	+10	New	+$3.45K	﹤0.01%	217
2023 Q4	–	Sell	-121	Closed	-$33K	–	214
2023 Q3	$33K	Sell	121 -179	-60%	-$48.6K	0.01%	149
2023 Q2	$73.8K	Hold	300	–	–	0.02%	137
2023 Q1	$68.7K	Hold	300	–	–	0.02%	132
2022 Q4	$71.9K	Hold	300	–	–	0.02%	134
2022 Q3	$49K	Hold	300	–	–	0.02%	140
2022 Q2	$54K	Sell	300 -3	-1%	-$632	0.02%	160
2022 Q1	$68K	Buy	303 +3	+1%	+$629	0.02%	170
2021 Q4	$62K	Hold	300	–	–	0.01%	174
2021 Q3	$58K	Buy	+300	New	+$62.5K	0.01%	170
2019 Q2	–	Sell	-53	Closed	-$7K	–	258
2019 Q1	$7K	Buy	+53	New	+$7.04K	﹤0.01%	265

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Marquette Asset Management's CAT Position: Q2 2026 in Review

Marquette Asset Management held its Caterpillar (CAT) position steady in Q2 2026 at 72 shares worth $76.7K. The position accounts for 0.01% of the portfolio, ranked #150.

Marquette Asset Management first reported a position in CAT in Q1 2019 and has held it in 17 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Marquette Asset Management held 72 shares of Caterpillar worth $76.7K as of Q2 2026.
Marquette Asset Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.01% of Marquette Asset Management's portfolio in Q2 2026, its #150 holding.
Marquette Asset Management first reported a position in Caterpillar in Q1 2019 and has held it in 17 quarters since.
4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.