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Mayflower Financial Advisors’s Caterpillar CAT Stock Holding History

Mayflower Financial Advisors’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 		$5.77M Buy
5,417
+310
+6% +$272K 0.5% 50
2026
Q1 		$3.62M Sell
5,107
-240
-4% -$166K 0.44% 63
2025
Q4 		$3.06M Sell
5,347
-13
-0.2% -$7.22K 0.37% 71
2025
Q3 		$2.56M Buy
5,360
+1,365
+34% +$583K 0.32% 78
2025
Q2 		$1.55M Buy
3,995
+77
+2% +$25.7K 0.22% 110
2025
Q1 		$1.29M Sell
3,918
-28
-0.7% -$9.97K 0.2% 114
2024
Q4 		$1.43M Sell
3,946
-18
-0.5% -$6.98K 0.21% 110
2024
Q3 		$1.55M Buy
3,964
+14
+0.4% +$4.83K 0.23% 98
2024
Q2 		$1.32M Sell
3,950
-176
-4% -$61K 0.22% 101
2024
Q1 		$1.51M Buy
4,126
+79
+2% +$25.2K 0.25% 93
2023
Q4 		$1.2M Buy
4,047
+134
+3% +$34.8K 0.17% 117
2023
Q3 		$1.07M Sell
3,913
-60
-2% -$16.3K 0.16% 117
2023
Q2 		$978K Sell
3,973
-92
-2% -$20.5K 0.13% 135
2023
Q1 		$930K Sell
4,065
-22
-0.5% -$5.32K 0.12% 137
2022
Q4 		$979K Buy
4,087
+40
+1% +$8.71K 0.14% 128
2022
Q3 		$664K Sell
4,047
-23
-0.6% -$4.2K 0.11% 146
2022
Q2 		$728K Sell
4,070
-1
-0% -$211 0.11% 139
2022
Q1 		$907K Sell
4,071
-86
-2% -$18K 0.12% 124
2021
Q4 		$859K Buy
4,157
+140
+3% +$28.2K 0.11% 127
2021
Q3 		$808K Buy
4,017
+42
+1% +$8.75K 0.11% 131
2021
Q2 		$865K Sell
3,975
-66
-2% -$15.2K 0.12% 117
2021
Q1 		$937K Buy
4,041
+475
+13% +$98.3K 0.14% 106
2020
Q4 		$649K Buy
+3,566
New +$605K 0.11% 131

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Mayflower Financial Advisors's CAT Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Caterpillar (CAT) stake by 6.1% in Q2 2026, buying an estimated $272K and bringing the position to 5,417 shares worth $5.77M. The position accounts for 0.5% of the portfolio, ranked #50.

Mayflower Financial Advisors first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mayflower Financial Advisors held 5,417 shares of Caterpillar worth $5.77M as of Q2 2026.
  • Mayflower Financial Advisors bought 310 Caterpillar shares in Q2 2026, an estimated $272K.
  • Caterpillar made up 0.5% of Mayflower Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Mayflower Financial Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.