MWM
CAT icon

Mattern Wealth Management’s Caterpillar CAT Stock Holding History

Mattern Wealth 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 		$10.4M Buy
9,771
+3
+0% +$2.63K 1.71% 14
2026
Q1 		$6.92M Sell
9,768
-40
-0.4% -$27.7K 1.35% 18
2025
Q4 		$5.62M Sell
9,808
-25
-0.3% -$13.9K 1.08% 21
2025
Q3 		$4.69M Sell
9,833
-250
-2% -$107K 0.94% 22
2025
Q2 		$3.91M Sell
10,083
-20
-0.2% -$6.67K 0.81% 24
2025
Q1 		$3.33M Buy
10,103
+625
+7% +$223K 0.74% 29
2024
Q4 		$3.44M Buy
9,478
+3,349
+55% +$1.3M 0.76% 26
2024
Q3 		$2.4M Sell
6,129
-21
-0.3% -$7.25K 0.53% 41
2024
Q2 		$2.05M Buy
6,150
+450
+8% +$156K 0.49% 54
2024
Q1 		$2.09M Buy
5,700
+1
+0% +$320 0.51% 62
2023
Q4 		$1.69M Sell
5,699
-161
-3% -$41.8K 0.43% 65
2023
Q3 		$1.6M Sell
5,860
-74
-1% -$20.1K 0.47% 62
2023
Q2 		$1.46M Sell
5,934
-201
-3% -$44.8K 0.43% 67
2023
Q1 		$1.4M Sell
6,135
-100
-2% -$24.2K 0.46% 71
2022
Q4 		$1.49M Hold
6,235
– – 0.6% 57
2022
Q3 		$1.02M Buy
6,235
+10
+0.2% +$1.83K 0.41% 67
2022
Q2 		$1.11M Hold
6,225
– – 0.44% 64
2022
Q1 		$1.39M Sell
6,225
-6
-0.1% -$1.26K 0.45% 63
2021
Q4 		$1.29M Sell
6,231
-100
-2% -$20.1K 0.38% 67
2021
Q3 		$1.22M Buy
6,331
+6
+0.1% +$1.25K 0.41% 66
2021
Q2 		$1.31M Sell
6,325
-150
-2% -$34.6K 0.42% 66
2021
Q1 		$1.5M Buy
6,475
+100
+2% +$20.7K 0.53% 52
2020
Q4 		$1.16M Buy
6,375
+368
+6% +$62.4K 0.44% 68
2020
Q3 		$896K Sell
6,007
-25
-0.4% -$3.51K 0.38% 75
2020
Q2 		$763K Buy
6,032
+700
+13% +$83K 0.37% 78
2020
Q1 		$619K Buy
5,332
+600
+13% +$76.6K 0.45% 71
2019
Q4 		$699K Buy
+4,732
New +$660K 0.42% 77

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mattern Wealth Management's CAT Position: Q2 2026 in Review

Mattern Wealth Management increased its Caterpillar (CAT) stake by 0.03% in Q2 2026, buying an estimated $2.63K and bringing the position to 9,771 shares worth $10.4M. The position accounts for 1.71% of the portfolio, ranked #14.

Mattern Wealth Management first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mattern Wealth Management held 9,771 shares of Caterpillar worth $10.4M as of Q2 2026.
  • Mattern Wealth Management bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 1.71% of Mattern Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Mattern Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.