MGAM
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McGowan Group Asset Management’s Caterpillar CAT Stock Holding History

McGowan Group Asset 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 		$1.67M Sell
1,565
-88
-5% -$77.3K 0.2% 49
2026
Q1 		$1.17M Buy
1,653
+60
+4% +$41.6K 0.15% 56
2025
Q4 		$913K Buy
1,593
+1
+0.1% +$556 0.11% 59
2025
Q3 		$760K Buy
1,592
+1
+0.1% +$427 0.09% 66
2025
Q2 		$617K Buy
1,591
+2
+0.1% +$667 0.08% 76
2025
Q1 		$524K Buy
1,589
+2
+0.1% +$712 0.07% 75
2024
Q4 		$576K Buy
1,587
+224
+16% +$86.9K 0.08% 72
2024
Q3 		$533K Buy
1,363
+2
+0.1% +$691 0.07% 72
2024
Q2 		$453K Buy
1,361
+10
+0.7% +$3.47K 0.06% 81
2024
Q1 		$495K Buy
1,351
+2
+0.1% +$639 0.07% 77
2023
Q4 		$399K Buy
1,349
+2
+0.1% +$519 0.06% 86
2023
Q3 		$368K Sell
1,347
-98
-7% -$26.6K 0.06% 89
2023
Q2 		$355K Buy
1,445
+101
+8% +$22.5K 0.06% 101
2023
Q1 		$308K Buy
1,344
+1
+0.1% +$242 0.05% 107
2022
Q4 		$322K Buy
+1,343
New +$292K 0.05% 100
2022
Q2 		– Sell
-1,066
Closed -$238K – 121
2022
Q1 		$238K Sell
1,066
-800
-43% -$168K 0.04% 112
2021
Q4 		$386K Buy
1,866
+1
+0.1% +$201 0.07% 84
2021
Q3 		$358K Buy
1,865
+801
+75% +$167K 0.06% 77
2021
Q2 		$232K Sell
1,064
-45
-4% -$10.4K 0.04% 102
2021
Q1 		$257K Buy
1,109
+1
+0.1% +$207 0.04% 92
2020
Q4 		$202K Buy
+1,108
New +$188K 0.03% 98
2015
Q1 		– Sell
-2,297
Closed -$210K – 128
2014
Q4 		$210K Buy
+2,297
New +$224K 0.04% 153

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

McGowan Group Asset Management's CAT Position: Q2 2026 in Review

McGowan Group Asset Management reduced its Caterpillar (CAT) stake by 5.3% in Q2 2026, selling an estimated $77.3K and leaving 1,565 shares worth $1.67M. The position accounts for 0.2% of the portfolio, ranked #49.

McGowan Group Asset Management first reported a position in CAT in Q4 2014 and has held it in 22 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • McGowan Group Asset Management held 1,565 shares of Caterpillar worth $1.67M as of Q2 2026.
  • McGowan Group Asset Management sold 88 Caterpillar shares in Q2 2026, an estimated $77.3K.
  • Caterpillar made up 0.2% of McGowan Group Asset Management's portfolio in Q2 2026, its #49 holding.
  • McGowan Group Asset Management first reported a position in Caterpillar in Q4 2014 and has held it in 22 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on McGowan Group Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.