McMillan Office’s Caterpillar CAT Stock Holding History

McMillan Office’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	$595K	Hold	559	–	–	0.07%	114
2026 Q1	$396K	Buy	559 +3	+0.5%	+$2.08K	0.05%	134
2025 Q4	$319K	Buy	+556	New	+$309K	0.04%	152

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

McMillan Office's CAT Position: Q2 2026 in Review

McMillan Office held its Caterpillar (CAT) position steady in Q2 2026 at 559 shares worth $595K. The position accounts for 0.07% of the portfolio, ranked #114.

McMillan Office first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

McMillan Office held 559 shares of Caterpillar worth $595K as of Q2 2026.
McMillan Office left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.07% of McMillan Office's portfolio in Q2 2026, its #114 holding.
McMillan Office first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.