MB, Levis & Associates
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MB, Levis & Associates’s Caterpillar CAT Stock Holding History

MB, Levis & 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
Q3 		$5.28M Buy
6,518
+6
+0.1% +$5.09K 1.94% 15
2026
Q2 		$6.93M Sell
6,512
-54
-0.8% -$47.4K 2.56% 14
2026
Q1 		$4.65M Sell
6,566
-28
-0.4% -$19.4K 1.94% 13
2025
Q4 		$3.78M Sell
6,594
-246
-4% -$137K 1.59% 15
2025
Q3 		$3.26M Sell
6,840
-881
-11% -$376K 1.41% 16
2025
Q2 		$3M Sell
7,721
-3
-0% -$1K 1.32% 15
2025
Q1 		$2.55M Buy
7,724
+10
+0.1% +$3.56K 1.18% 16
2024
Q4 		$2.8M Sell
7,714
-316
-4% -$123K 1.4% 14
2024
Q3 		$3.14M Sell
8,030
-20
-0.2% -$6.91K 1.55% 13
2024
Q2 		$2.68M Sell
8,050
-37
-0.5% -$12.8K 1.41% 14
2024
Q1 		$2.96M Sell
8,087
-13
-0.2% -$4.16K 1.59% 13
2023
Q4 		$2.39M Buy
8,100
+21
+0.3% +$5.45K 1.37% 15
2023
Q3 		$2.21M Sell
8,079
-2
-0% -$543 1.43% 14
2023
Q2 		$1.99M Sell
8,081
-35
-0.4% -$7.8K 1.27% 15
2023
Q1 		$1.86M Buy
8,116
+17
+0.2% +$4.11K 1.29% 16
2022
Q4 		$1.94M Buy
+8,099
New +$1.76M 1.52% 14

Other funds holding CAT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

MB, Levis & Associates's CAT Position: Q3 2026 in Review

MB, Levis & Associates increased its Caterpillar (CAT) stake by 0.09% in Q3 2026, buying an estimated $5.09K and bringing the position to 6,518 shares worth $5.28M. The position accounts for 1.94% of the portfolio, ranked #15.

MB, Levis & Associates first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.93M in Q2 2026. 2,167 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • MB, Levis & Associates held 6,518 shares of Caterpillar worth $5.28M as of Q3 2026.
  • MB, Levis & Associates bought 6 Caterpillar shares in Q3 2026, an estimated $5.09K.
  • Caterpillar made up 1.94% of MB, Levis & Associates's portfolio in Q3 2026, its #15 holding.
  • MB, Levis & Associates first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • MB, Levis & Associates's Caterpillar position peaked at $6.93M in Q2 2026.
  • 2,167 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.