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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
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

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

MFA Wealth Services's CAT Position: Q2 2026 in Review

MFA Wealth Services reduced its Caterpillar (CAT) stake by 5.2% in Q2 2026, selling an estimated $58.9K and leaving 1,231 shares worth $1.31M. The position accounts for 0.78% of the portfolio, ranked #35.

MFA Wealth Services first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,072 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • MFA Wealth Services held 1,231 shares of Caterpillar worth $1.31M as of Q2 2026.
  • MFA Wealth Services sold 67 Caterpillar shares in Q2 2026, an estimated $58.9K.
  • Caterpillar made up 0.78% of MFA Wealth Services's portfolio in Q2 2026, its #35 holding.
  • MFA Wealth Services first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.