MCG
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McCollum Christoferson Group’s Caterpillar CAT Stock Holding History

McCollum Christoferson Group’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 		$1.54M Hold
1,450
– – 0.45% 46
2026
Q1 		$1.03M Buy
1,450
+50
+4% +$34.6K 0.31% 47
2025
Q4 		$802K Hold
1,400
– – 0.23% 45
2025
Q3 		$668K Buy
+1,400
New +$598K 0.19% 45

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

McCollum Christoferson Group's CAT Position: Q2 2026 in Review

McCollum Christoferson Group held its Caterpillar (CAT) position steady in Q2 2026 at 1,450 shares worth $1.54M. The position accounts for 0.45% of the portfolio, ranked #46.

McCollum Christoferson Group first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 2,397 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • McCollum Christoferson Group held 1,450 shares of Caterpillar worth $1.54M as of Q2 2026.
  • McCollum Christoferson Group left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.45% of McCollum Christoferson Group's portfolio in Q2 2026, its #46 holding.
  • McCollum Christoferson Group first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 2,397 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.