MWM
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MGB Wealth Management’s Caterpillar CAT Stock Holding History

MGB Wealth 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
2025
Q4 		$436K Buy
+761
New +$423K 0.12% 140

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MGB Wealth Management's CAT Position: Q4 2025 in Review

MGB Wealth Management opened a new position in Caterpillar (CAT) in Q4 2025: 761 shares worth $436K. The stake represents 0.12% of the portfolio and ranks #140 among its holdings.

3,531 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • MGB Wealth Management held 761 shares of Caterpillar worth $436K as of Q4 2025.
  • Caterpillar was a new MGB Wealth Management position in Q4 2025.
  • Caterpillar made up 0.12% of MGB Wealth Management's portfolio in Q4 2025, its #140 holding.
  • 3,531 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.