MIG
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McGuire Investment Group’s Caterpillar CAT Stock Holding History

McGuire Investment 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 		$22.5M Buy
21,108
+11
+0.1% +$9.66K 1.97% 12
2026
Q1 		$14.9M Sell
21,097
-2,428
-10% -$1.68M 1.69% 19
2025
Q4 		$13.5M Buy
23,525
+184
+0.8% +$102K 1.44% 22
2025
Q3 		$11.1M Sell
23,341
-180
-0.8% -$76.8K 1.26% 29
2025
Q2 		$9.13M Buy
23,521
+424
+2% +$141K 1.17% 30
2025
Q1 		$7.62M Buy
23,097
+137
+0.6% +$48.8K 1.13% 35
2024
Q4 		$8.33M Buy
22,960
+128
+0.6% +$49.6K 1.2% 33
2024
Q3 		$8.93M Sell
22,832
-90
-0.4% -$31.1K 1.26% 31
2024
Q2 		$7.64M Buy
22,922
+447
+2% +$155K 1.09% 33
2024
Q1 		$8.24M Buy
22,475
+266
+1% +$85K 1.2% 33
2023
Q4 		$6.57M Buy
22,209
+222
+1% +$57.6K 1.1% 32
2023
Q3 		$6M Buy
21,987
+4,942
+29% +$1.34M 1.16% 33
2023
Q2 		$4.19M Buy
17,045
+4,038
+31% +$900K 0.78% 38
2023
Q1 		$2.98M Buy
13,007
+1,945
+18% +$470K 0.59% 43
2022
Q4 		$2.65M Buy
11,062
+314
+3% +$68.4K 0.57% 45
2022
Q3 		$1.76M Buy
10,748
+1,052
+11% +$192K 0.4% 54
2022
Q2 		$1.73M Buy
9,696
+31
+0.3% +$6.53K 0.37% 54
2022
Q1 		$2.15M Buy
+9,665
New +$2.03M 0.4% 47

Other funds holding CAT

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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

McGuire Investment Group's CAT Position: Q2 2026 in Review

McGuire Investment Group increased its Caterpillar (CAT) stake by 0.05% in Q2 2026, buying an estimated $9.66K and bringing the position to 21,108 shares worth $22.5M. The position accounts for 1.97% of the portfolio, ranked #12.

McGuire Investment Group first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. 2,116 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • McGuire Investment Group held 21,108 shares of Caterpillar worth $22.5M as of Q2 2026.
  • McGuire Investment Group bought 11 Caterpillar shares in Q2 2026, an estimated $9.66K.
  • Caterpillar made up 1.97% of McGuire Investment Group's portfolio in Q2 2026, its #12 holding.
  • McGuire Investment Group first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
  • 2,116 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.