MMM
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Mendel Money Management’s Caterpillar CAT Stock Holding History

Mendel Money 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 		$1.89M Sell
1,778
-1,394
-44% -$1.22M 0.69% 43
2026
Q1 		$2.25M Sell
3,172
-72
-2% -$49.9K 0.94% 37
2025
Q4 		$1.86M Sell
3,244
-55
-2% -$30.6K 0.78% 38
2025
Q3 		$1.57M Sell
3,299
-20
-0.6% -$8.54K 0.66% 45
2025
Q2 		$1.29M Sell
3,319
-25
-0.7% -$8.33K 0.57% 50
2025
Q1 		$1.1M Buy
3,344
+7
+0.2% +$2.49K 0.52% 55
2024
Q4 		$1.21M Buy
3,337
+375
+13% +$145K 0.54% 49
2024
Q3 		$1.16M Sell
2,962
-400
-12% -$138K 0.5% 56
2024
Q2 		$1.12M Buy
3,362
+85
+3% +$29.5K 0.52% 49
2024
Q1 		$1.2M Buy
3,277
+11
+0.3% +$3.52K 0.56% 48
2023
Q4 		$966K Buy
3,266
+333
+11% +$86.4K 0.46% 52
2023
Q3 		$801K Buy
2,933
+63
+2% +$17.1K 0.43% 54
2023
Q2 		$706K Buy
2,870
+198
+7% +$44.1K 0.36% 59
2023
Q1 		$611K Buy
2,672
+35
+1% +$8.46K 0.33% 62
2022
Q4 		$632K Hold
2,637
– – 0.36% 60
2022
Q3 		$433K Hold
2,637
– – 0.27% 72
2022
Q2 		$471K Buy
2,637
+30
+1% +$6.32K 0.28% 66
2022
Q1 		$581K Buy
+2,607
New +$547K 0.28% 71
2015
Q2 		$1.04M Sell
12,304
-6,430
-34% -$553K 0.97% 31
2015
Q1 		$1.5M Sell
18,734
-1,010
-5% -$83.9K 1.39% 29
2014
Q4 		$1.81M Sell
19,744
-250
-1% -$24.3K 1.7% 26
2014
Q3 		$1.98M Buy
+19,994
New +$2.12M 1.94% 27

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

Mendel Money Management's CAT Position: Q2 2026 in Review

Mendel Money Management reduced its Caterpillar (CAT) stake by 44% in Q2 2026, selling an estimated $1.22M and leaving 1,778 shares worth $1.89M. The position accounts for 0.69% of the portfolio, ranked #43.

Mendel Money Management first reported a position in CAT in Q3 2014 and has held it in 22 quarters since. The position peaked at $2.25M in Q1 2026. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mendel Money Management held 1,778 shares of Caterpillar worth $1.89M as of Q2 2026.
  • Mendel Money Management sold 1,394 Caterpillar shares in Q2 2026, an estimated $1.22M.
  • Caterpillar made up 0.69% of Mendel Money Management's portfolio in Q2 2026, its #43 holding.
  • Mendel Money Management first reported a position in Caterpillar in Q3 2014 and has held it in 22 quarters since.
  • Mendel Money Management's Caterpillar position peaked at $2.25M in Q1 2026.
  • 4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.