MA
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MBA Advisors’s Caterpillar CAT Stock Holding History

MBA 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
Q1 		$537K Sell
758
-59
-7% -$40.9K 0.21% 78
2025
Q4 		$468K Hold
817
– – 0.19% 89
2025
Q3 		$390K Buy
817
+45
+6% +$19.2K 0.17% 99
2025
Q2 		$300K Sell
772
-8
-1% -$2.67K 0.14% 108
2025
Q1 		$257K Sell
780
-19
-2% -$6.77K 0.13% 117
2024
Q4 		$290K Sell
799
-705
-47% -$273K 0.15% 106
2024
Q3 		$588K Sell
1,504
-35
-2% -$12.1K 0.28% 70
2024
Q2 		$513K Sell
1,539
-119
-7% -$41.3K 0.26% 72
2024
Q1 		$608K Sell
1,658
-119
-7% -$38K 0.31% 69
2023
Q4 		$526K Hold
1,777
– – 0.29% 76
2023
Q3 		$485K Sell
1,777
-18
-1% -$4.88K 0.3% 73
2023
Q2 		$442K Sell
1,795
-10
-0.6% -$2.23K 0.26% 77
2023
Q1 		$413K Hold
1,805
– – 0.26% 80
2022
Q4 		$432K Hold
1,805
– – 0.28% 78
2022
Q3 		$296K Hold
1,805
– – 0.21% 92
2022
Q2 		$323K Hold
1,805
– – 0.22% 90
2022
Q1 		$402K Sell
1,805
-29
-2% -$6.08K 0.25% 92
2021
Q4 		$379K Buy
1,834
+695
+61% +$140K 0.23% 96
2021
Q3 		$219K Sell
1,139
-112
-9% -$23.3K 0.16% 127
2021
Q2 		$272 Hold
1,251
– – 0.13% 110
2021
Q1 		$290 Buy
+1,251
New +$259K 0.16% 101

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MBA Advisors's CAT Position: Q1 2026 in Review

MBA Advisors reduced its Caterpillar (CAT) stake by 7.2% in Q1 2026, selling an estimated $40.9K and leaving 758 shares worth $537K. The position accounts for 0.21% of the portfolio, ranked #78.

MBA Advisors first reported a position in CAT in Q1 2021 and has held it in 21 quarters since. The position peaked at $608K in Q1 2024. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • MBA Advisors held 758 shares of Caterpillar worth $537K as of Q1 2026.
  • MBA Advisors sold 59 Caterpillar shares in Q1 2026, an estimated $40.9K.
  • Caterpillar made up 0.21% of MBA Advisors's portfolio in Q1 2026, its #78 holding.
  • MBA Advisors first reported a position in Caterpillar in Q1 2021 and has held it in 21 quarters since.
  • MBA Advisors's Caterpillar position peaked at $608K in Q1 2024.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.