MBM Wealth Consultants’s Caterpillar CAT Stock Holding History

MBM Wealth Consultants’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	$373K	Buy	350 +182	+108%	+$160K	0.07%	107
2026 Q1	$119K	Buy	+168	New	+$116K	0.03%	116
2023 Q2	–	Sell	-176	Closed	-$40K	–	127
2023 Q1	$40K	Hold	176	–	–	0.02%	164
2022 Q4	$42K	Hold	176	–	–	0.02%	169
2022 Q3	$30K	Buy	176 +21	+14%	+$3.84K	0.01%	171
2022 Q2	$28K	Sell	155 -25	-14%	-$5.27K	0.01%	184
2022 Q1	$40K	Hold	180	–	–	0.02%	193
2021 Q4	$37K	Hold	180	–	–	0.02%	184
2021 Q3	$35K	Buy	180 +25	+16%	+$5.21K	0.02%	166
2021 Q2	$34K	Hold	155	–	–	0.02%	159
2021 Q1	$36K	Hold	155	–	–	0.02%	153
2020 Q4	$28K	Sell	155 -165	-52%	-$28K	0.02%	156
2020 Q3	$48K	Hold	320	–	–	0.03%	129
2020 Q2	$41K	Hold	320	–	–	0.03%	128
2020 Q1	$37K	Hold	320	–	–	0.03%	117
2019 Q4	$47K	Buy	+320	New	+$44.7K	0.03%	124

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

MBM Wealth Consultants's CAT Position: Q2 2026 in Review

MBM Wealth Consultants increased its Caterpillar (CAT) stake by 108% in Q2 2026, buying an estimated $160K and bringing the position to 350 shares worth $373K. The position accounts for 0.07% of the portfolio, ranked #107.

MBM Wealth Consultants first reported a position in CAT in Q4 2019 and has held it in 16 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

MBM Wealth Consultants held 350 shares of Caterpillar worth $373K as of Q2 2026.
MBM Wealth Consultants bought 182 Caterpillar shares in Q2 2026, an estimated $160K.
Caterpillar made up 0.07% of MBM Wealth Consultants's portfolio in Q2 2026, its #107 holding.
MBM Wealth Consultants first reported a position in Caterpillar in Q4 2019 and has held it in 16 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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