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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mendel Money Management's CAT Position: Q1 2026 in Review

Mendel Money Management reduced its Caterpillar (CAT) stake by 2.2% in Q1 2026, selling an estimated $49.9K and leaving 3,172 shares worth $2.25M. The position accounts for 0.94% of the portfolio, ranked #37.

Mendel Money Management first reported a position in CAT in Q3 2014 and has held it in 21 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Mendel Money Management held 3,172 shares of Caterpillar worth $2.25M as of Q1 2026.
  • Mendel Money Management sold 72 Caterpillar shares in Q1 2026, an estimated $49.9K.
  • Caterpillar made up 0.94% of Mendel Money Management's portfolio in Q1 2026, its #37 holding.
  • Mendel Money Management first reported a position in Caterpillar in Q3 2014 and has held it in 21 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.