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Midwest Professional Planners Ltd (MPPL)’s Caterpillar CAT Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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 		$267K Buy
+251
New +$220K 0.05% 123
2018
Q3 		– Sell
-27
Closed -$4K – 126
2018
Q2 		$4K Hold
27
– – ﹤0.01% 274
2018
Q1 		$4K Hold
27
– – ﹤0.01% 271
2017
Q4 		$4K Buy
+27
New +$3.75K ﹤0.01% 289

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Vanguard Capital Management
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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 Professional Planners Ltd (MPPL)'s CAT Position: Q2 2026 in Review

Midwest Professional Planners Ltd (MPPL) opened a new position in Caterpillar (CAT) in Q2 2026: 251 shares worth $267K. The stake represents 0.05% of the portfolio and ranks #123 among its holdings. This is a return to the name: Midwest Professional Planners Ltd (MPPL) previously reported a position in CAT as recently as Q2 2018.

Midwest Professional Planners Ltd (MPPL) first reported a position in CAT in Q4 2017 and has held it in 4 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Midwest Professional Planners Ltd (MPPL) held 251 shares of Caterpillar worth $267K as of Q2 2026.
  • Caterpillar was a new Midwest Professional Planners Ltd (MPPL) position in Q2 2026.
  • Caterpillar made up 0.05% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #123 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Caterpillar in Q4 2017 and has held it in 4 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.