MBE Wealth Management’s Caterpillar CAT Stock Holding History

MBE Wealth Management’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	$818K	Buy	768 +7	+0.9%	+$6.15K	0.29%	52
2026 Q1	$539K	Buy	761 +1	+0.1%	+$693	0.22%	61
2025 Q4	$436K	Sell	760 -4	-0.5%	-$2.22K	0.18%	71
2025 Q3	$365K	Sell	764 -11	-1%	-$4.7K	0.16%	80
2025 Q2	$301K	Sell	775 -13	-2%	-$4.33K	0.13%	95
2025 Q1	$260K	Buy	788 +71	+10%	+$25.3K	0.12%	99
2024 Q4	$260K	Buy	717 +191	+36%	+$74.1K	0.15%	75
2024 Q3	$206K	Buy	+526	New	+$182K	0.11%	96
2020 Q2	–	Sell	-25	Closed	-$2K	–	114
2020 Q1	$2K	Buy	+25	New	+$3.19K	﹤0.01%	445

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

MBE Wealth Management's CAT Position: Q2 2026 in Review

MBE Wealth Management increased its Caterpillar (CAT) stake by 0.92% in Q2 2026, buying an estimated $6.15K and bringing the position to 768 shares worth $818K. The position accounts for 0.29% of the portfolio, ranked #52.

MBE Wealth Management first reported a position in CAT in Q1 2020 and has held it in 9 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

MBE Wealth Management held 768 shares of Caterpillar worth $818K as of Q2 2026.
MBE Wealth Management bought 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
Caterpillar made up 0.29% of MBE Wealth Management's portfolio in Q2 2026, its #52 holding.
MBE Wealth Management first reported a position in Caterpillar in Q1 2020 and has held it in 9 quarters since.
1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.