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McDonald Partners’s Caterpillar CAT Stock Holding History

McDonald Partners’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 		$719K Buy
675
+25
+4% +$22K 0.17% 124
2026
Q1 		$460K Hold
650
– – 0.11% 146
2025
Q4 		$372K Sell
650
-17
-3% -$9.45K 0.12% 153
2025
Q3 		$318K Sell
667
-31
-4% -$13.2K 0.1% 184
2025
Q2 		$271K Sell
698
-86
-11% -$28.7K 0.07% 219
2025
Q1 		$259K Hold
784
– – 0.07% 215
2024
Q4 		$284K Hold
784
– – 0.07% 202
2024
Q3 		$307K Buy
784
+1
+0.1% +$345 0.08% 200
2024
Q2 		$261K Sell
783
-2
-0.3% -$693 0.07% 210
2024
Q1 		$288K Hold
785
– – 0.08% 205
2023
Q4 		$232K Sell
785
-6
-0.8% -$1.56K 0.07% 214
2023
Q3 		$216K Buy
+791
New +$215K 0.07% 210

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

McDonald Partners's CAT Position: Q2 2026 in Review

McDonald Partners increased its Caterpillar (CAT) stake by 3.8% in Q2 2026, buying an estimated $22K and bringing the position to 675 shares worth $719K. The position accounts for 0.17% of the portfolio, ranked #124.

McDonald Partners first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • McDonald Partners held 675 shares of Caterpillar worth $719K as of Q2 2026.
  • McDonald Partners bought 25 Caterpillar shares in Q2 2026, an estimated $22K.
  • Caterpillar made up 0.17% of McDonald Partners's portfolio in Q2 2026, its #124 holding.
  • McDonald Partners first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.