MPA
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Marvin & Palmer Associates’s Caterpillar CAT Stock Holding History

Marvin & Palmer Associates’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 		$9.97M Buy
9,362
+4,092
+78% +$3.59M 6.27% 6
2026
Q1 		$3.73M Sell
5,270
-1,215
-19% -$842K 4.47% 8
2025
Q4 		$3.72M Sell
6,485
-548
-8% -$305K 2.62% 16
2025
Q3 		$4.06M Buy
+7,033
New +$3M 3.02% 14
2024
Q3 		– Sell
-7,185
Closed -$2.39M – 36
2024
Q2 		$2.39M Sell
7,185
-4,049
-36% -$1.4M 2.45% 24
2024
Q1 		$4.12M Buy
+11,234
New +$3.59M 4.08% 11
2023
Q2 		– Sell
-40,427
Closed -$9.25M – 36
2023
Q1 		$9.25M Buy
+40,427
New +$9.77M 4.66% 11

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Marvin & Palmer Associates's CAT Position: Q2 2026 in Review

Marvin & Palmer Associates increased its Caterpillar (CAT) stake by 78% in Q2 2026, buying an estimated $3.59M and bringing the position to 9,362 shares worth $9.97M. The position accounts for 6.27% of the portfolio, ranked #6.

Marvin & Palmer Associates first reported a position in CAT in Q1 2023 and has held it in 7 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Marvin & Palmer Associates held 9,362 shares of Caterpillar worth $9.97M as of Q2 2026.
  • Marvin & Palmer Associates bought 4,092 Caterpillar shares in Q2 2026, an estimated $3.59M.
  • Caterpillar made up 6.27% of Marvin & Palmer Associates's portfolio in Q2 2026, its #6 holding.
  • Marvin & Palmer Associates first reported a position in Caterpillar in Q1 2023 and has held it in 7 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Marvin & Palmer Associates's 13F filing for Q2 2026, filed 7 Aug 2026.