MAS
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Meeder Advisory Services’s Caterpillar CAT Stock Holding History

Meeder Advisory Services’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 		$17.5M Buy
16,401
+1,552
+10% +$1.36M 0.64% 28
2026
Q1 		$10.5M Buy
14,849
+132
+0.9% +$91.4K 0.44% 35
2025
Q4 		$8.43M Buy
14,717
+1,226
+9% +$681K 0.36% 40
2025
Q3 		$6.44M Buy
13,491
+917
+7% +$391K 0.3% 45
2025
Q2 		$4.88M Buy
12,574
+366
+3% +$122K 0.25% 57
2025
Q1 		$4.03M Sell
12,208
-137
-1% -$48.8K 0.24% 63
2024
Q4 		$4.48M Buy
12,345
+354
+3% +$137K 0.28% 53
2024
Q3 		$4.69M Buy
11,991
+1
+0% +$345 0.3% 48
2024
Q2 		$3.99M Buy
11,990
+2,889
+32% +$1M 0.28% 56
2024
Q1 		$3.33M Buy
9,101
+522
+6% +$167K 0.34% 44
2023
Q4 		$2.54M Sell
8,579
-246
-3% -$63.8K 0.29% 57
2023
Q3 		$2.41M Buy
8,825
+145
+2% +$39.3K 0.3% 52
2023
Q2 		$2.14M Sell
8,680
-341
-4% -$76K 0.23% 70
2023
Q1 		$2.06M Buy
9,021
+54
+0.6% +$13.1K 0.24% 76
2022
Q4 		$2.15M Buy
+8,967
New +$1.95M 0.27% 66

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Meeder Advisory Services's CAT Position: Q2 2026 in Review

Meeder Advisory Services increased its Caterpillar (CAT) stake by 10% in Q2 2026, buying an estimated $1.36M and bringing the position to 16,401 shares worth $17.5M. The position accounts for 0.64% of the portfolio, ranked #28.

Meeder Advisory Services first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Meeder Advisory Services held 16,401 shares of Caterpillar worth $17.5M as of Q2 2026.
  • Meeder Advisory Services bought 1,552 Caterpillar shares in Q2 2026, an estimated $1.36M.
  • Caterpillar made up 0.64% of Meeder Advisory Services's portfolio in Q2 2026, its #28 holding.
  • Meeder Advisory Services first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.