MCM
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McKinney Capital Management’s Caterpillar CAT Stock Holding History

McKinney 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 		$596K Buy
560
+2
+0.4% +$1.76K 0.24% 73
2026
Q1 		$395K Buy
+558
New +$386K 0.34% 41

Other funds holding CAT

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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

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

McKinney Capital Management increased its Caterpillar (CAT) stake by 0.36% in Q2 2026, buying an estimated $1.76K and bringing the position to 560 shares worth $596K. The position accounts for 0.24% of the portfolio, ranked #73.

McKinney Capital Management first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • McKinney Capital Management held 560 shares of Caterpillar worth $596K as of Q2 2026.
  • McKinney Capital Management bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.24% of McKinney Capital Management's portfolio in Q2 2026, its #73 holding.
  • McKinney Capital Management first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on McKinney Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.