MBA Advisors
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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
Q3 		$554K Sell
683
-3
-0.4% -$2.54K 0.18% 91
2026
Q2 		$730K Sell
686
-72
-9% -$63.2K 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

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

MBA Advisors's CAT Position: Q3 2026 in Review

MBA Advisors reduced its Caterpillar (CAT) stake by 0.44% in Q3 2026, selling an estimated $2.54K and leaving 683 shares worth $554K. The position accounts for 0.18% of the portfolio, ranked #91.

MBA Advisors first reported a position in CAT in Q1 2021 and has held it in 23 quarters since. The position peaked at $730K in Q2 2026. 2,029 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • MBA Advisors held 683 shares of Caterpillar worth $554K as of Q3 2026.
  • MBA Advisors sold 3 Caterpillar shares in Q3 2026, an estimated $2.54K.
  • Caterpillar made up 0.18% of MBA Advisors's portfolio in Q3 2026, its #91 holding.
  • MBA Advisors first reported a position in Caterpillar in Q1 2021 and has held it in 23 quarters since.
  • MBA Advisors's Caterpillar position peaked at $730K in Q2 2026.
  • 2,029 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.