MFIM
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Mesirow Financial Investment Management’s Caterpillar CAT Stock Holding History

Mesirow Financial Investment 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 		$95.1M Sell
89,291
-649
-0.7% -$570K 1.49% 15
2026
Q1 		$63.7M Sell
89,940
-1,180
-1% -$817K 1.03% 23
2025
Q4 		$52.2M Sell
91,120
-2,303
-2% -$1.28M 1.07% 19
2025
Q3 		$44.6M Sell
93,423
-1,513
-2% -$646K 0.8% 26
2025
Q2 		$36.9M Sell
94,936
-692
-0.7% -$231K 0.72% 30
2025
Q1 		$31.5M Sell
95,628
-2,008
-2% -$715K 0.61% 39
2024
Q4 		$35.4M Sell
97,636
-1,137
-1% -$441K 0.7% 30
2024
Q3 		$38.6M Sell
98,773
-322
-0.3% -$111K 0.75% 32
2024
Q2 		$33M Buy
99,095
+568
+0.6% +$197K 0.74% 29
2024
Q1 		$36.1M Buy
98,527
+2,774
+3% +$887K 0.82% 24
2023
Q4 		$2.29M Buy
+95,753
New +$24.8M 0.08% 143

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

Mesirow Financial Investment Management's CAT Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Caterpillar (CAT) stake by 0.72% in Q2 2026, selling an estimated $570K and leaving 89,291 shares worth $95.1M. The position accounts for 1.49% of the portfolio, ranked #15.

Mesirow Financial Investment Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mesirow Financial Investment Management held 89,291 shares of Caterpillar worth $95.1M as of Q2 2026.
  • Mesirow Financial Investment Management sold 649 Caterpillar shares in Q2 2026, an estimated $570K.
  • Caterpillar made up 1.49% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #15 holding.
  • Mesirow Financial Investment Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.