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
Q2 		$657K Sell
806
-17
-2% -$14.9K 0.09% 85
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 $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

McLean Asset Management's CAT Position: Q2 2026 in Review

McLean Asset Management reduced its Caterpillar (CAT) stake by 2.1% in Q2 2026, selling an estimated $14.9K and leaving 806 shares worth $657K. The position accounts for 0.09% of the portfolio, ranked #85.

McLean Asset Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • McLean Asset Management held 806 shares of Caterpillar worth $657K as of Q2 2026.
  • McLean Asset Management sold 17 Caterpillar shares in Q2 2026, an estimated $14.9K.
  • Caterpillar made up 0.09% of McLean Asset Management's portfolio in Q2 2026, its #85 holding.
  • McLean Asset Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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