MFA Wealth Services’s Caterpillar CAT Stock Holding History

MFA Wealth Services’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 Q3	$993K	Sell	1,225 -6	-0.5%	-$5.09K	0.59%	48
2026 Q2	$1.31M	Sell	1,231 -67	-5%	-$58.9K	0.78%	35
2026 Q1	$920K	Sell	1,298 -43	-3%	-$29.8K	0.61%	48
2025 Q4	$768K	Sell	1,341 -207	-13%	-$115K	0.52%	53
2025 Q3	$739K	Buy	1,548 +25	+2%	+$10.7K	0.51%	53
2025 Q2	$591K	Buy	1,523 +1	+0.1%	+$333	0.44%	57
2025 Q1	$502K	Sell	1,522 -239	-14%	-$85.1K	0.41%	60
2024 Q4	$639K	Buy	+1,761	New	+$683K	0.51%	52

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MFA Wealth Services's CAT Position: Q3 2026 in Review

MFA Wealth Services reduced its Caterpillar (CAT) stake by 0.49% in Q3 2026, selling an estimated $5.09K and leaving 1,225 shares worth $993K. The position accounts for 0.59% of the portfolio, ranked #48.

MFA Wealth Services first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q2 2026. 1,143 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

MFA Wealth Services held 1,225 shares of Caterpillar worth $993K as of Q3 2026.
MFA Wealth Services sold 6 Caterpillar shares in Q3 2026, an estimated $5.09K.
Caterpillar made up 0.59% of MFA Wealth Services's portfolio in Q3 2026, its #48 holding.
MFA Wealth Services first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Caterpillar position peaked at $1.31M in Q2 2026.
1,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.