MEG
CAT icon

Millstone Evans Group’s Caterpillar CAT Stock Holding History

Millstone Evans Group’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 		$184K Buy
173
+7
+4% +$6.15K 0.1% 158
2026
Q1 		$118K Hold
166
– – 0.07% 211
2025
Q4 		$95.1K Buy
166
+32
+24% +$17.8K 0.06% 239
2025
Q3 		$63.9K Hold
134
– – 0.04% 275
2025
Q2 		$52K Buy
134
+14
+12% +$4.67K 0.04% 293
2025
Q1 		$39.6K Hold
120
– – 0.03% 335
2024
Q4 		$43.5K Buy
+120
New +$46.5K 0.03% 309

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
VCM
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
VPM
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Millstone Evans Group's CAT Position: Q2 2026 in Review

Millstone Evans Group increased its Caterpillar (CAT) stake by 4.2% in Q2 2026, buying an estimated $6.15K and bringing the position to 173 shares worth $184K. The position accounts for 0.1% of the portfolio, ranked #158.

Millstone Evans Group first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 3,534 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Millstone Evans Group held 173 shares of Caterpillar worth $184K as of Q2 2026.
  • Millstone Evans Group bought 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
  • Caterpillar made up 0.1% of Millstone Evans Group's portfolio in Q2 2026, its #158 holding.
  • Millstone Evans Group first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 3,534 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.