MWM
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MinichMacGregor Wealth Management’s Caterpillar CAT Stock Holding History

MinichMacGregor 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 		$799K Sell
750
-41
-5% -$36K 0.12% 61
2026
Q1 		$561K Buy
791
+366
+86% +$253K 0.1% 71
2025
Q4 		$244K Sell
425
-368
-46% -$205K 0.04% 117
2025
Q3 		$379K Sell
793
-97
-11% -$41.4K 0.07% 97
2025
Q2 		$346K Sell
890
-21
-2% -$7K 0.07% 93
2025
Q1 		$300K Sell
911
-416
-31% -$148K 0.07% 95
2024
Q4 		$481K Buy
1,327
+101
+8% +$39.2K 0.1% 70
2024
Q3 		$479K Buy
1,226
+28
+2% +$9.67K 0.1% 67
2024
Q2 		$399K Buy
1,198
+52
+5% +$18K 0.1% 70
2024
Q1 		$417K Buy
1,146
+104
+10% +$33.2K 0.11% 67
2023
Q4 		$308K Buy
1,042
+89
+9% +$23.1K 0.09% 78
2023
Q3 		$260K Buy
+953
New +$259K 0.09% 81
2023
Q1 		– Sell
-757
Closed -$181K – 173
2022
Q4 		$181K Buy
+757
New +$165K 0.07% 84
2019
Q1 		– Sell
-2,501
Closed -$312K – 59
2018
Q4 		$312K Buy
2,501
+1,386
+124% +$180K 0.21% 79
2018
Q3 		$169K Sell
1,115
-1
-0.1% -$141 0.11% 49
2018
Q2 		$152K Buy
1,116
+3
+0.3% +$448 0.11% 50
2018
Q1 		$164K Sell
1,113
-2
-0.2% -$316 0.13% 45
2017
Q4 		$175K Buy
1,115
+18
+2% +$2.5K 0.14% 45
2017
Q3 		$136K Sell
1,097
-454
-29% -$52.3K 0.11% 51
2017
Q2 		$166K Buy
1,551
+8
+0.5% +$813 0.14% 45
2017
Q1 		$143K Buy
1,543
+179
+13% +$16.9K 0.13% 48
2016
Q4 		$126K Sell
1,364
-270
-17% -$24.5K 0.12% 50
2016
Q3 		$145K Buy
1,634
+8
+0.5% +$655 0.14% 45
2016
Q2 		$123K Buy
1,626
+12
+0.7% +$899 0.12% 51
2016
Q1 		$123K Buy
1,614
+41
+3% +$2.75K 0.12% 51
2015
Q4 		$134K Buy
+1,573
New +$110K 0.12% 49

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

MinichMacGregor Wealth Management reduced its Caterpillar (CAT) stake by 5.2% in Q2 2026, selling an estimated $36K and leaving 750 shares worth $799K. The position accounts for 0.12% of the portfolio, ranked #61.

MinichMacGregor Wealth Management first reported a position in CAT in Q4 2015 and has held it in 26 quarters since. 1,885 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • MinichMacGregor Wealth Management held 750 shares of Caterpillar worth $799K as of Q2 2026.
  • MinichMacGregor Wealth Management sold 41 Caterpillar shares in Q2 2026, an estimated $36K.
  • Caterpillar made up 0.12% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #61 holding.
  • MinichMacGregor Wealth Management first reported a position in Caterpillar in Q4 2015 and has held it in 26 quarters since.
  • 1,885 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.