Mechanics Financial Corp’s Caterpillar CAT Stock Holding History

Mechanics Financial Corp’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	$3.17M	Buy	2,974 +78	+3%	+$68.5K	1.13%	20
2026 Q1	$2.05M	Hold	2,896	–	–	0.86%	27
2025 Q4	$1.66M	Hold	2,896	–	–	0.61%	37
2025 Q3	$1.38M	Sell	2,896 -5	-0.2%	-$2.13K	0.52%	41
2025 Q2	$1.13M	Buy	2,901 +40	+1%	+$13.3K	0.48%	46
2025 Q1	$944K	Hold	2,861	–	–	0.43%	54
2024 Q4	$1.04M	Sell	2,861 -170	-6%	-$65.9K	0.47%	49
2024 Q3	$1.19M	Hold	3,031	–	–	0.52%	46
2024 Q2	$1.01M	Buy	3,031 +15	+0.5%	+$5.2K	0.52%	47
2024 Q1	$1.11M	Hold	3,016	–	–	0.57%	45
2023 Q4	$892K	Buy	3,016 +76	+3%	+$19.7K	0.5%	48
2023 Q3	$803K	Buy	2,940 +95	+3%	+$25.8K	0.44%	49
2023 Q2	$700K	Buy	2,845 +545	+24%	+$122K	0.38%	52
2023 Q1	$526K	Hold	2,300	–	–	0.31%	60
2022 Q4	$551K	Hold	2,300	–	–	0.33%	60
2022 Q3	$377K	Hold	2,300	–	–	0.25%	75
2022 Q2	$411K	Hold	2,300	–	–	0.25%	71
2022 Q1	$512K	Hold	2,300	–	–	0.26%	66
2021 Q4	$476K	Buy	+2,300	New	+$463K	0.23%	69

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mechanics Financial Corp's CAT Position: Q2 2026 in Review

Mechanics Financial Corp increased its Caterpillar (CAT) stake by 2.7% in Q2 2026, buying an estimated $68.5K and bringing the position to 2,974 shares worth $3.17M. The position accounts for 1.13% of the portfolio, ranked #20.

Mechanics Financial Corp first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Mechanics Financial Corp held 2,974 shares of Caterpillar worth $3.17M as of Q2 2026.
Mechanics Financial Corp bought 78 Caterpillar shares in Q2 2026, an estimated $68.5K.
Caterpillar made up 1.13% of Mechanics Financial Corp's portfolio in Q2 2026, its #20 holding.
Mechanics Financial Corp first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.