MCA
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Millennium Capital Advisors’s Caterpillar CAT Stock Holding History

Millennium 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 		$373K Hold
350
– – 0.2% 95
2026
Q1 		$248K Hold
350
– – 0.15% 108
2025
Q4 		$201K Buy
+350
New +$195K 0.12% 126
2025
Q1 		– Sell
-750
Closed -$272K – 115
2024
Q4 		$272K Hold
750
– – 0.19% 90
2024
Q3 		$293K Hold
750
– – 0.19% 88
2024
Q2 		$250K Hold
750
– – 0.17% 100
2024
Q1 		$275K Hold
750
– – 0.19% 96
2023
Q4 		$222K Hold
750
– – 0.17% 110
2023
Q3 		$205K Buy
+750
New +$203K 0.17% 106

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

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

Millennium Capital Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 350 shares worth $373K. The position accounts for 0.2% of the portfolio, ranked #95.

Millennium Capital Advisors first reported a position in CAT in Q3 2023 and has held it in 9 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Millennium Capital Advisors held 350 shares of Caterpillar worth $373K as of Q2 2026.
  • Millennium Capital Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.2% of Millennium Capital Advisors's portfolio in Q2 2026, its #95 holding.
  • Millennium Capital Advisors first reported a position in Caterpillar in Q3 2023 and has held it in 9 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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