MCCA
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Mill Creek Capital Advisors’s Caterpillar CAT Stock Holding History

Mill Creek 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
Q1 		$260K Buy
367
+13
+4% +$9K 0.01% 224
2025
Q4 		$203K Buy
+354
New +$197K ﹤0.01% 246

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mill Creek Capital Advisors's CAT Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its Caterpillar (CAT) stake by 3.7% in Q1 2026, buying an estimated $9K and bringing the position to 367 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #224.

Mill Creek Capital Advisors first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Mill Creek Capital Advisors held 367 shares of Caterpillar worth $260K as of Q1 2026.
  • Mill Creek Capital Advisors bought 13 Caterpillar shares in Q1 2026, an estimated $9K.
  • Caterpillar made up 0.01% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #224 holding.
  • Mill Creek Capital Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.