Mayfair Advisory Group’s Caterpillar CAT Stock Holding History

Mayfair Advisory 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	$833K	Sell	938 -147	-14%	-$129K	0.25%	69
2026 Q1	$768K	Buy	1,085 +260	+32%	+$180K	0.27%	63
2025 Q4	$494K	Hold	825	–	–	0.19%	92
2025 Q3	$394K	Hold	825	–	–	0.17%	112
2025 Q2	$343K	Sell	825 -19	-2%	-$6.33K	0.16%	116
2025 Q1	$278K	Buy	844 +1	+0.1%	+$356	0.16%	118
2024 Q4	$306K	Sell	843 -30	-3%	-$11.6K	0.18%	104
2024 Q3	$347K	Buy	873 +1	+0.1%	+$345	0.22%	90
2024 Q2	$293K	Sell	872 -83	-9%	-$28.8K	0.2%	100
2024 Q1	$350K	Buy	955 +21	+2%	+$6.71K	0.25%	82
2023 Q4	$273K	Buy	+934	New	+$242K	0.23%	93

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mayfair Advisory Group's CAT Position: Q2 2026 in Review

Mayfair Advisory Group reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $129K and leaving 938 shares worth $833K. The position accounts for 0.25% of the portfolio, ranked #69.

Mayfair Advisory Group first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 3,096 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Mayfair Advisory Group held 938 shares of Caterpillar worth $833K as of Q2 2026.
Mayfair Advisory Group sold 147 Caterpillar shares in Q2 2026, an estimated $129K.
Caterpillar made up 0.25% of Mayfair Advisory Group's portfolio in Q2 2026, its #69 holding.
Mayfair Advisory Group first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
3,096 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.