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Mine & Arao Wealth Creation & Management’s Caterpillar CAT Stock Holding History

Mine & Arao Wealth Creation & 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 		$1.77M Buy
1,658
+2
+0.1% +$1.76K 0.64% 22
2026
Q1 		$1.17M Buy
1,656
+2
+0.1% +$1.39K 0.49% 25
2025
Q4 		$948K Sell
1,654
-123
-7% -$68.4K 0.37% 30
2025
Q3 		$848K Buy
1,777
+3
+0.2% +$1.28K 0.34% 31
2025
Q2 		$689K Buy
1,774
+4
+0.2% +$1.33K 0.31% 34
2025
Q1 		$584K Sell
1,770
-246
-12% -$87.6K 0.28% 38
2024
Q4 		$732K Sell
2,016
-165
-8% -$64K 0.34% 32
2024
Q3 		$853K Buy
2,181
+3
+0.1% +$1.04K 0.4% 30
2024
Q2 		$725K Buy
2,178
+4
+0.2% +$1.39K 0.35% 32
2024
Q1 		$797K Buy
2,174
+3
+0.1% +$959 0.39% 29
2023
Q4 		$642K Buy
2,171
+5
+0.2% +$1.3K 0.35% 31
2023
Q3 		$591K Buy
2,166
+4
+0.2% +$1.08K 0.36% 31
2023
Q2 		$532K Buy
2,162
+5
+0.2% +$1.11K 0.31% 37
2023
Q1 		$494K Sell
2,157
-27
-1% -$6.53K 0.32% 39
2022
Q4 		$523K Buy
2,184
+5
+0.2% +$1.09K 0.39% 37
2022
Q3 		$358K Buy
2,179
+6
+0.3% +$1.1K 0.26% 48
2022
Q2 		$388K Buy
2,173
+5
+0.2% +$1.05K 0.27% 49
2022
Q1 		$483K Buy
2,168
+5
+0.2% +$1.05K 0.28% 46
2021
Q4 		$447K Buy
2,163
+353
+20% +$71.1K 0.25% 47
2021
Q3 		$347K Buy
1,810
+4
+0.2% +$833 0.21% 51
2021
Q2 		$393K Buy
1,806
+3
+0.2% +$693 0.24% 51
2021
Q1 		$418K Sell
1,803
-24
-1% -$4.97K 0.28% 48
2020
Q4 		$333K Buy
1,827
+4
+0.2% +$678 0.24% 49
2020
Q3 		$272K Buy
1,823
+5
+0.3% +$702 0.22% 51
2020
Q2 		$230K Buy
1,818
+6
+0.3% +$711 0.22% 50
2020
Q1 		$210K Sell
1,812
-15
-0.8% -$1.92K 0.24% 48
2019
Q4 		$270K Buy
+1,827
New +$255K 0.25% 50

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

Mine & Arao Wealth Creation & Management's CAT Position: Q2 2026 in Review

Mine & Arao Wealth Creation & Management increased its Caterpillar (CAT) stake by 0.12% in Q2 2026, buying an estimated $1.76K and bringing the position to 1,658 shares worth $1.77M. The position accounts for 0.64% of the portfolio, ranked #22.

Mine & Arao Wealth Creation & Management first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mine & Arao Wealth Creation & Management held 1,658 shares of Caterpillar worth $1.77M as of Q2 2026.
  • Mine & Arao Wealth Creation & Management bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.64% of Mine & Arao Wealth Creation & Management's portfolio in Q2 2026, its #22 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2026, filed 23 Jul 2026.