MWM
CAT icon

Meadowbrook Wealth Management’s Caterpillar CAT Stock Holding History

Meadowbrook Wealth 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 		$828K Sell
835
-475
-36% -$417K 0.89% 28
2026
Q1 		$928K Sell
1,310
-35
-3% -$24.2K 1.23% 29
2025
Q4 		$771K Buy
1,345
+175
+15% +$97.3K 0.88% 29
2025
Q3 		$558K Buy
+1,170
New +$499K 0.58% 40

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Meadowbrook Wealth Management's CAT Position: Q2 2026 in Review

Meadowbrook Wealth Management reduced its Caterpillar (CAT) stake by 36% in Q2 2026, selling an estimated $417K and leaving 835 shares worth $828K. The position accounts for 0.89% of the portfolio, ranked #28.

Meadowbrook Wealth Management first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $928K in Q1 2026. 2,597 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Meadowbrook Wealth Management held 835 shares of Caterpillar worth $828K as of Q2 2026.
  • Meadowbrook Wealth Management sold 475 Caterpillar shares in Q2 2026, an estimated $417K.
  • Caterpillar made up 0.89% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Meadowbrook Wealth Management first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • Meadowbrook Wealth Management's Caterpillar position peaked at $928K in Q1 2026.
  • 2,597 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.