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McAdam LLC’s Caterpillar CAT Stock Holding History

McAdam LLC’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 		$2.99M Buy
2,807
+254
+10% +$223K 0.12% 87
2026
Q1 		$1.81M Buy
2,553
+430
+20% +$298K 0.08% 114
2025
Q4 		$1.22M Buy
2,123
+52
+3% +$28.9K 0.06% 140
2025
Q3 		$988K Buy
2,071
+199
+11% +$85K 0.05% 146
2025
Q2 		$727K Buy
1,872
+29
+2% +$9.67K 0.04% 161
2025
Q1 		$608K Buy
1,843
+111
+6% +$39.5K 0.04% 166
2024
Q4 		$628K Buy
1,732
+876
+102% +$340K 0.03% 171
2024
Q3 		$335K Buy
856
+186
+28% +$64.2K 0.02% 240
2024
Q2 		$223K Buy
670
+37
+6% +$12.8K 0.01% 287
2024
Q1 		$232K Buy
+633
New +$202K 0.01% 265
2018
Q4 		– Sell
-469
Closed -$73K – 136
2018
Q3 		$73K Buy
469
+8
+2% +$1.13K 0.03% 137
2018
Q2 		$63K Hold
461
– – 0.03% 131
2018
Q1 		$68K Buy
+461
New +$72.8K 0.03% 130

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

McAdam LLC's CAT Position: Q2 2026 in Review

McAdam LLC increased its Caterpillar (CAT) stake by 9.9% in Q2 2026, buying an estimated $223K and bringing the position to 2,807 shares worth $2.99M. The position accounts for 0.12% of the portfolio, ranked #87.

McAdam LLC first reported a position in CAT in Q1 2018 and has held it in 13 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • McAdam LLC held 2,807 shares of Caterpillar worth $2.99M as of Q2 2026.
  • McAdam LLC bought 254 Caterpillar shares in Q2 2026, an estimated $223K.
  • Caterpillar made up 0.12% of McAdam LLC's portfolio in Q2 2026, its #87 holding.
  • McAdam LLC first reported a position in Caterpillar in Q1 2018 and has held it in 13 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.