MWM
CAT icon

Melfa Wealth Management’s Caterpillar CAT Stock Holding History

Melfa 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 		$352K Hold
330
– – 0.19% 109
2026
Q1 		$234K Buy
+330
New +$229K 0.13% 152

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Melfa Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 330 shares worth $352K. The position accounts for 0.19% of the portfolio, ranked #109.

Melfa Wealth Management first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Melfa Wealth Management held 330 shares of Caterpillar worth $352K as of Q2 2026.
  • Melfa Wealth Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.19% of Melfa Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Melfa Wealth Management first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.