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MCF Advisors’s Caterpillar CAT Stock Holding History

MCF Advisors’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
Q1 		$2.82M Buy
3,983
+245
+7% +$170K 0.12% 93
2025
Q4 		$2.14M Buy
3,738
+2,435
+187% +$1.35M 0.12% 85
2025
Q3 		$622K Buy
1,303
+16
+1% +$6.83K 0.04% 148
2025
Q2 		$500K Sell
1,287
-2
-0.2% -$667 0.03% 151
2025
Q1 		$425K Buy
1,289
+19
+1% +$6.77K 0.03% 162
2024
Q4 		$461K Buy
1,270
+6
+0.5% +$2.33K 0.03% 154
2024
Q3 		$494K Buy
1,264
+47
+4% +$16.2K 0.03% 143
2024
Q2 		$405K Sell
1,217
-17
-1% -$5.89K 0.03% 154
2024
Q1 		$452K Sell
1,234
-490
-28% -$157K 0.04% 148
2023
Q4 		$510K Buy
1,724
+59
+4% +$15.3K 0.04% 134
2023
Q3 		$455K Buy
1,665
+2
+0.1% +$543 0.04% 130
2023
Q2 		$409K Buy
1,663
+2
+0.1% +$446 0.04% 143
2023
Q1 		$380K Sell
1,661
-220
-12% -$53.2K 0.04% 147
2022
Q4 		$451K Buy
1,881
+14
+0.7% +$3.05K 0.05% 126
2022
Q3 		$306K Buy
1,867
+1
+0.1% +$183 0.03% 160
2022
Q2 		$334K Buy
1,866
+111
+6% +$23.4K 0.04% 140
2022
Q1 		$391K Buy
+1,755
New +$368K 0.04% 136
2021
Q4 		– Sell
-1,748
Closed -$336K – 137
2021
Q3 		$336K Buy
1,748
+23
+1% +$4.79K 0.03% 139
2021
Q2 		$375K Buy
1,725
+3
+0.2% +$693 0.04% 116
2021
Q1 		$399K Buy
1,722
+3
+0.2% +$621 0.05% 99
2020
Q4 		$313K Buy
1,719
+3
+0.2% +$509 0.04% 110
2020
Q3 		$256K Buy
1,716
+5
+0.3% +$702 0.03% 123
2020
Q2 		$216K Sell
1,711
-611
-26% -$72.4K 0.03% 129
2020
Q1 		$269K Buy
2,322
+1,593
+219% +$203K 0.05% 115
2019
Q4 		$108K Hold
729
– – 0.02% 190
2019
Q3 		$92K Hold
729
– – 0.02% 191
2019
Q2 		$99K Hold
729
– – 0.02% 185
2019
Q1 		$99K Hold
729
– – 0.02% 178
2018
Q4 		$93K Sell
729
-119
-14% -$15.5K 0.02% 175
2018
Q3 		$129K Hold
848
– – 0.02% 155
2018
Q2 		$115K Hold
848
– – 0.02% 160
2018
Q1 		$125K Buy
848
+3
+0.4% +$474 0.02% 146
2017
Q4 		$133K Buy
845
+4
+0.5% +$555 0.02% 150
2017
Q3 		$105K Sell
841
-45
-5% -$5.18K 0.02% 161
2017
Q2 		$95K Buy
886
+55
+7% +$5.59K 0.02% 169
2017
Q1 		$77K Sell
831
-1,723
-67% -$163K 0.02% 190
2016
Q4 		$237K Sell
2,554
-325
-11% -$29.5K 0.05% 83
2016
Q3 		$256K Sell
2,879
-198
-6% -$16.2K 0.06% 78
2016
Q2 		$233K Buy
3,077
+231
+8% +$17.3K 0.06% 85
2016
Q1 		$218K Buy
2,846
+1,303
+84% +$87.4K 0.06% 81
2015
Q4 		$105K Buy
1,543
+111
+8% +$7.76K 0.03% 126
2015
Q3 		$94K Buy
1,432
+139
+11% +$10.6K 0.02% 142
2015
Q2 		$110K Buy
1,293
+147
+13% +$12.6K 0.03% 133
2015
Q1 		$92K Buy
1,146
+7
+0.6% +$582 0.02% 144
2014
Q4 		$104K Sell
1,139
-201
-15% -$19.6K 0.03% 134
2014
Q3 		$133K Buy
1,340
+7
+0.5% +$742 0.04% 117
2014
Q2 		$132K Sell
1,333
-13
-1% -$1.36K 0.04% 113
2014
Q1 		$134K Buy
1,346
+6
+0.4% +$566 0.05% 117
2013
Q4 		$133K Sell
1,340
-42
-3% -$3.59K 0.05% 109
2013
Q3 		$137K Buy
1,382
+383
+38% +$32.4K 0.08% 106
2013
Q2 		$99K Buy
+999
New +$85K 0.06% 118

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MCF Advisors's CAT Position: Q1 2026 in Review

MCF Advisors increased its Caterpillar (CAT) stake by 6.6% in Q1 2026, buying an estimated $170K and bringing the position to 3,983 shares worth $2.82M. The position accounts for 0.12% of the portfolio, ranked #93.

MCF Advisors first reported a position in CAT in Q2 2013 and has held it in 51 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • MCF Advisors held 3,983 shares of Caterpillar worth $2.82M as of Q1 2026.
  • MCF Advisors bought 245 Caterpillar shares in Q1 2026, an estimated $170K.
  • Caterpillar made up 0.12% of MCF Advisors's portfolio in Q1 2026, its #93 holding.
  • MCF Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 51 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.