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
2025 Q1	–	Sell	-300	Closed	-$38	–	351
2024 Q4	$38	Buy	+300	New	+$116K	﹤0.01%	354

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

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. 4,048 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.
4,048 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.