Mirabella Financial Services’s Caterpillar CAT Stock Holding History

Mirabella Financial Services’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	–	Sell	-4,353	Closed	-$3.08M	–	756
2026 Q1	$3.08M	Sell	4,353 -849	-16%	-$588K	0.29%	76
2025 Q4	$2.98M	Sell	5,202 -9,772	-65%	-$5.43M	0.28%	57
2025 Q3	$7.2M	Sell	14,974 -4,501	-23%	-$1.92M	0.62%	33
2025 Q2	$7.56M	Buy	+19,475	New	+$6.49M	0.78%	29
2024 Q3	–	Sell	-9,537	Closed	-$3.18M	–	209
2024 Q2	$3.18M	Buy	+9,537	New	+$3.31M	0.23%	57
2021 Q4	–	Sell	-2,784	Closed	-$534K	–	419
2021 Q3	$534K	Buy	+2,784	New	+$580K	0.07%	225

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirabella Financial Services's CAT Position: Q2 2026 in Review

Mirabella Financial Services sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 4,353 shares — an estimated $3.08M sold.

Mirabella Financial Services first reported a position in CAT in Q3 2021 and held it in 6 quarters. The position peaked at $7.56M in Q2 2025. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Mirabella Financial Services reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
Mirabella Financial Services sold 4,353 Caterpillar shares in Q2 2026, an estimated $3.08M.
Mirabella Financial Services first reported a position in Caterpillar in Q3 2021 and held it in 6 quarters.
Mirabella Financial Services's Caterpillar position peaked at $7.56M in Q2 2025.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.