MWA
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Midland Wealth Advisors’s Caterpillar CAT Stock Holding History

Midland Wealth Advisors’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 		$2.97M Sell
2,790
-84
-3% -$73.8K 0.14% 36
2026
Q1 		$2.04M Sell
2,874
-348
-11% -$241K 0.11% 41
2025
Q4 		$1.85M Sell
3,222
-450
-12% -$250K 0.1% 47
2025
Q3 		$1.75M Sell
3,672
-233
-6% -$99.5K 0.09% 53
2025
Q2 		$1.52M Sell
3,905
-268
-6% -$89.3K 0.08% 59
2025
Q1 		$1.38M Sell
4,173
-67
-2% -$23.9K 0.08% 63
2024
Q4 		$1.54M Sell
4,240
-5,625
-57% -$2.18M 0.09% 60
2024
Q3 		$3.86M Sell
9,865
-1,698
-15% -$586K 0.23% 27
2024
Q2 		$3.85M Sell
11,563
-117
-1% -$40.6K 0.23% 28
2024
Q1 		$4.28M Buy
11,680
+853
+8% +$273K 0.26% 25
2023
Q4 		$3.2M Buy
+10,827
New +$2.81M 0.22% 27

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Midland Wealth Advisors's CAT Position: Q2 2026 in Review

Midland Wealth Advisors reduced its Caterpillar (CAT) stake by 2.9% in Q2 2026, selling an estimated $73.8K and leaving 2,790 shares worth $2.97M. The position accounts for 0.14% of the portfolio, ranked #36.

Midland Wealth Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.28M in Q1 2024. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Midland Wealth Advisors held 2,790 shares of Caterpillar worth $2.97M as of Q2 2026.
  • Midland Wealth Advisors sold 84 Caterpillar shares in Q2 2026, an estimated $73.8K.
  • Caterpillar made up 0.14% of Midland Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Midland Wealth Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's Caterpillar position peaked at $4.28M in Q1 2024.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.