MWM
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Mindset Wealth Management’s Caterpillar CAT Stock Holding History

Mindset Wealth 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 		$1.88M Buy
1,766
+200
+13% +$176K 0.36% 28
2026
Q1 		$1.11M Buy
1,566
+352
+29% +$244K 0.3% 41
2025
Q4 		$695K Sell
1,214
-100
-8% -$55.6K 0.18% 61
2025
Q3 		$627K Buy
1,314
+110
+9% +$47K 0.17% 59
2025
Q2 		$467K Buy
1,204
+2
+0.2% +$667 0.15% 78
2025
Q1 		$396K Buy
1,202
+1
+0.1% +$356 0.15% 82
2024
Q4 		$436K Buy
1,201
+83
+7% +$32.2K 0.16% 72
2024
Q3 		$437K Buy
+1,118
New +$386K 0.18% 66

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

Mindset Wealth Management's CAT Position: Q2 2026 in Review

Mindset Wealth Management increased its Caterpillar (CAT) stake by 13% in Q2 2026, buying an estimated $176K and bringing the position to 1,766 shares worth $1.88M. The position accounts for 0.36% of the portfolio, ranked #28.

Mindset Wealth Management first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mindset Wealth Management held 1,766 shares of Caterpillar worth $1.88M as of Q2 2026.
  • Mindset Wealth Management bought 200 Caterpillar shares in Q2 2026, an estimated $176K.
  • Caterpillar made up 0.36% of Mindset Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Mindset Wealth Management first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.