MFG
CAT icon

Menard Financial Group’s Caterpillar CAT Stock Holding History

Menard Financial Group’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 		$3.4M Buy
3,190
+3
+0.1% +$2.63K 1.85% 11
2026
Q1 		$2.26M Buy
3,187
+9
+0.3% +$6.23K 1.58% 13
2025
Q4 		$1.82M Buy
3,178
+26
+0.8% +$14.5K 1.25% 18
2025
Q3 		$1.5M Buy
3,152
+44
+1% +$18.8K 1.01% 23
2025
Q2 		$1.21M Sell
3,108
-66
-2% -$22K 0.72% 29
2025
Q1 		$1.02M Buy
3,174
+32
+1% +$11.4K 0.67% 34
2024
Q4 		$1.14M Buy
3,142
+8
+0.3% +$3.1K 0.68% 31
2024
Q3 		$1.23M Buy
3,134
+22
+0.7% +$7.6K 0.81% 28
2024
Q2 		$1.04M Sell
3,112
-11
-0.4% -$3.81K 0.74% 28
2024
Q1 		$1.14M Sell
3,123
-316
-9% -$101K 0.96% 23
2023
Q4 		$1.02M Buy
3,439
+207
+6% +$53.7K 1.26% 18
2023
Q3 		$882K Buy
3,232
+195
+6% +$52.9K 1.28% 19
2023
Q2 		$747K Sell
3,037
-865
-22% -$193K 1.54% 15
2023
Q1 		$893K Sell
3,902
-102
-3% -$24.7K 2.06% 13
2022
Q4 		$959K Sell
4,004
-78
-2% -$17K 2.29% 9
2022
Q3 		$670K Buy
4,082
+313
+8% +$57.2K 1.21% 18
2022
Q2 		$674K Sell
3,769
-109
-3% -$23K 1.1% 24
2022
Q1 		$864K Sell
3,878
-389
-9% -$81.6K 0.85% 30
2021
Q4 		$882K Sell
4,267
-602
-12% -$121K 0.72% 30
2021
Q3 		$935K Buy
4,869
+676
+16% +$141K 0.82% 24
2021
Q2 		$913K Buy
4,193
+436
+12% +$101K 0.86% 26
2021
Q1 		$871K Sell
3,757
-128
-3% -$26.5K 0.94% 26
2020
Q4 		$707K Buy
3,885
+328
+9% +$55.6K 0.76% 33
2020
Q3 		$531K Buy
3,557
+42
+1% +$5.9K 0.62% 39
2020
Q2 		$445K Buy
+3,515
New +$417K 0.56% 38
2020
Q1 		– Sell
-3,377
Closed -$499K – 42
2019
Q4 		$499K Buy
+3,377
New +$471K 0.48% 72

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Menard Financial Group's CAT Position: Q2 2026 in Review

Menard Financial Group increased its Caterpillar (CAT) stake by 0.09% in Q2 2026, buying an estimated $2.63K and bringing the position to 3,190 shares worth $3.4M. The position accounts for 1.85% of the portfolio, ranked #11.

Menard Financial Group first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Menard Financial Group held 3,190 shares of Caterpillar worth $3.4M as of Q2 2026.
  • Menard Financial Group bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 1.85% of Menard Financial Group's portfolio in Q2 2026, its #11 holding.
  • Menard Financial Group first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.