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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
Q2 		$730K Sell
686
-72
-9% -$63.3K 0.25% 76
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 		$272K Hold
1,251
– – 0.13% 110
2021
Q1 		$290K Buy
+1,251
New +$259K 0.16% 101

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

MBA Advisors's CAT Position: Q2 2026 in Review

MBA Advisors reduced its Caterpillar (CAT) stake by 9.5% in Q2 2026, selling an estimated $63.3K and leaving 686 shares worth $730K. The position accounts for 0.25% of the portfolio, ranked #76.

MBA Advisors first reported a position in CAT in Q1 2021 and has held it in 22 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • MBA Advisors held 686 shares of Caterpillar worth $730K as of Q2 2026.
  • MBA Advisors sold 72 Caterpillar shares in Q2 2026, an estimated $63.3K.
  • Caterpillar made up 0.25% of MBA Advisors's portfolio in Q2 2026, its #76 holding.
  • MBA Advisors first reported a position in Caterpillar in Q1 2021 and has held it in 22 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.