MCM
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McDonough Capital Management’s Caterpillar CAT Stock Holding History

McDonough Capital Management’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 		$330K Hold
310
– – 0.17% 40
2026
Q1 		$220K Buy
+310
New +$215K 0.12% 49

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State Farm Mutual Automobile Insurance
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Vanguard Portfolio Management
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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

McDonough Capital Management's CAT Position: Q2 2026 in Review

McDonough Capital Management held its Caterpillar (CAT) position steady in Q2 2026 at 310 shares worth $330K. The position accounts for 0.17% of the portfolio, ranked #40.

McDonough Capital Management first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • McDonough Capital Management held 310 shares of Caterpillar worth $330K as of Q2 2026.
  • McDonough Capital Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.17% of McDonough Capital Management's portfolio in Q2 2026, its #40 holding.
  • McDonough Capital Management first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on McDonough Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.