MCA
CAT icon

Midwest Capital Advisors’s Caterpillar CAT Stock Holding History

Midwest Capital 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 		$134K Hold
125
– – 0.05% 70
2026
Q1 		$88.9K Hold
125
– – 0.04% 72
2025
Q4 		$71.9K Sell
125
-28
-18% -$15.6K 0.03% 79
2025
Q3 		$72.8K Buy
153
+1
+0.7% +$427 0.04% 76
2025
Q2 		$59K Hold
152
– – 0.03% 79
2025
Q1 		$50.1K Hold
152
– – 0.03% 85
2024
Q4 		$55.1K Buy
+152
New +$58.9K 0.04% 85

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

Midwest Capital Advisors's CAT Position: Q2 2026 in Review

Midwest Capital Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 125 shares worth $134K. The position accounts for 0.05% of the portfolio, ranked #70.

Midwest Capital Advisors first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Midwest Capital Advisors held 125 shares of Caterpillar worth $134K as of Q2 2026.
  • Midwest Capital Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.05% of Midwest Capital Advisors's portfolio in Q2 2026, its #70 holding.
  • Midwest Capital Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.