MAM
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McLean Asset Management’s Caterpillar CAT Stock Holding History

McLean 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
Q1 		$583K Buy
823
+8
+1% +$5.54K 0.1% 86
2025
Q4 		$521K Buy
815
+12
+1% +$6.67K 0.09% 90
2025
Q3 		$398K Buy
803
+16
+2% +$6.83K 0.08% 103
2025
Q2 		$313K Buy
787
+33
+4% +$11K 0.08% 118
2025
Q1 		$207K Sell
754
-47
-6% -$16.7K 0.07% 147
2024
Q4 		$290K Buy
801
+65
+9% +$25.2K 0.09% 120
2024
Q3 		$292K Buy
736
+13
+2% +$4.49K 0.09% 116
2024
Q2 		$237K Buy
723
+25
+4% +$8.67K 0.08% 138
2024
Q1 		$260K Buy
698
+3
+0.4% +$959 0.09% 124
2023
Q4 		$201K Buy
+695
New +$180K 0.08% 140

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

McLean Asset Management's CAT Position: Q1 2026 in Review

McLean Asset Management increased its Caterpillar (CAT) stake by 0.98% in Q1 2026, buying an estimated $5.54K and bringing the position to 823 shares worth $583K. The position accounts for 0.1% of the portfolio, ranked #86.

McLean Asset Management first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • McLean Asset Management held 823 shares of Caterpillar worth $583K as of Q1 2026.
  • McLean Asset Management bought 8 Caterpillar shares in Q1 2026, an estimated $5.54K.
  • Caterpillar made up 0.1% of McLean Asset Management's portfolio in Q1 2026, its #86 holding.
  • McLean Asset Management first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.