MAM
CAT icon

Milestone Asset Management’s Caterpillar CAT Stock Holding History

Milestone Asset 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
2026
Q2 		$6.32M Sell
5,933
-978
-14% -$859K 0.99% 24
2026
Q1 		$4.9M Buy
6,911
+3,821
+124% +$2.65M 0.9% 28
2025
Q4 		$1.77M Buy
3,090
+386
+14% +$215K 0.33% 63
2025
Q3 		$1.29M Buy
2,704
+623
+30% +$266K 0.24% 71
2025
Q2 		$808K Buy
2,081
+712
+52% +$237K 0.17% 108
2025
Q1 		$452K Sell
1,369
-3,591
-72% -$1.28M 0.1% 150
2024
Q4 		$1.8M Buy
4,960
+1,456
+42% +$565K 0.4% 68
2024
Q3 		$1.37M Buy
3,504
+143
+4% +$49.4K 0.31% 72
2024
Q2 		$1.12M Buy
+3,361
New +$1.17M 0.28% 73

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

Milestone Asset Management's CAT Position: Q2 2026 in Review

Milestone Asset Management reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $859K and leaving 5,933 shares worth $6.32M. The position accounts for 0.99% of the portfolio, ranked #24.

Milestone Asset Management first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Milestone Asset Management held 5,933 shares of Caterpillar worth $6.32M as of Q2 2026.
  • Milestone Asset Management sold 978 Caterpillar shares in Q2 2026, an estimated $859K.
  • Caterpillar made up 0.99% of Milestone Asset Management's portfolio in Q2 2026, its #24 holding.
  • Milestone Asset Management first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.