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MBL Wealth’s Caterpillar CAT Stock Holding History

MBL Wealth’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 		$3.39M Buy
3,186
+92
+3% +$80.8K 0.23% 69
2026
Q1 		$2.19M Sell
3,094
-151
-5% -$105K 0.17% 78
2025
Q4 		$1.86M Buy
3,245
+10
+0.3% +$5.56K 0.15% 91
2025
Q3 		$1.54M Buy
3,235
+1,164
+56% +$497K 0.13% 85
2025
Q2 		$804K Buy
2,071
+92
+5% +$30.7K 0.08% 114
2025
Q1 		$653K Buy
1,979
+92
+5% +$32.8K 0.07% 119
2024
Q4 		$685K Sell
1,887
-164
-8% -$63.6K 0.07% 114
2024
Q3 		$802K Buy
2,051
+606
+42% +$209K 0.09% 109
2024
Q2 		$481K Sell
1,445
-193
-12% -$66.9K 0.05% 130
2024
Q1 		$600K Sell
1,638
-170
-9% -$54.3K 0.07% 117
2023
Q4 		$535K Buy
+1,808
New +$469K 0.07% 116
2022
Q2 		– Sell
-1,134
Closed -$253K – 152
2022
Q1 		$253K Buy
+1,134
New +$238K 0.06% 144
2021
Q1 		$258K Sell
1,115
-860
-44% -$178K 0.09% 130
2020
Q4 		$359K Buy
+1,975
New +$335K 0.14% 89

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MBL Wealth's CAT Position: Q2 2026 in Review

MBL Wealth increased its Caterpillar (CAT) stake by 3% in Q2 2026, buying an estimated $80.8K and bringing the position to 3,186 shares worth $3.39M. The position accounts for 0.23% of the portfolio, ranked #69.

MBL Wealth first reported a position in CAT in Q4 2020 and has held it in 14 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • MBL Wealth held 3,186 shares of Caterpillar worth $3.39M as of Q2 2026.
  • MBL Wealth bought 92 Caterpillar shares in Q2 2026, an estimated $80.8K.
  • Caterpillar made up 0.23% of MBL Wealth's portfolio in Q2 2026, its #69 holding.
  • MBL Wealth first reported a position in Caterpillar in Q4 2020 and has held it in 14 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.