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Miracle Mile Advisors’s Caterpillar CAT Stock Holding History

Miracle Mile Advisors’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 		$27.7M Buy
26,010
+1,036
+4% +$910K 0.32% 66
2026
Q1 		$17.7M Buy
24,974
+917
+4% +$635K 0.24% 81
2025
Q4 		$13.8M Buy
24,057
+295
+1% +$164K 0.2% 101
2025
Q3 		$11.3M Buy
23,762
+667
+3% +$285K 0.17% 107
2025
Q2 		$8.97M Buy
23,095
+533
+2% +$178K 0.15% 104
2025
Q1 		$7.44M Sell
22,562
-325
-1% -$116K 0.15% 104
2024
Q4 		$8.3M Buy
22,887
+18,396
+410% +$7.13M 0.17% 95
2024
Q3 		$1.76M Buy
4,491
+59
+1% +$20.4K 0.04% 204
2024
Q2 		$1.48M Sell
4,432
-235
-5% -$81.5K 0.04% 213
2024
Q1 		$1.71M Buy
4,667
+334
+8% +$107K 0.04% 197
2023
Q4 		$1.28M Sell
4,333
-21,915
-83% -$5.68M 0.04% 221
2023
Q3 		$7.17M Sell
26,248
-303
-1% -$82.2K 0.22% 85
2023
Q2 		$6.53M Sell
26,551
-1,470
-5% -$328K 0.2% 88
2023
Q1 		$6.41M Buy
28,021
+98
+0.4% +$23.7K 0.21% 91
2022
Q4 		$6.69M Buy
27,923
+768
+3% +$167K 0.23% 88
2022
Q3 		$4.46M Buy
27,155
+517
+2% +$94.4K 0.21% 77
2022
Q2 		$4.76M Buy
26,638
+769
+3% +$162K 0.22% 77
2022
Q1 		$5.76M Buy
25,869
+5,333
+26% +$1.12M 0.25% 71
2021
Q4 		$4.25M Buy
20,536
+7,646
+59% +$1.54M 0.17% 117
2021
Q3 		$2.47M Sell
12,890
-144
-1% -$30K 0.12% 152
2021
Q2 		$2.84M Buy
13,034
+1,166
+10% +$269K 0.15% 123
2021
Q1 		$2.75M Buy
11,868
+786
+7% +$163K 0.16% 121
2020
Q4 		$2.02M Buy
+11,082
New +$1.88M 0.12% 141
2020
Q1 		– Sell
-1,848
Closed -$273K – 281
2019
Q4 		$273K Buy
1,848
+201
+12% +$28.1K 0.02% 253
2019
Q3 		$208K Buy
1,647
+19
+1% +$2.41K 0.01% 266
2019
Q2 		$222K Buy
+1,628
New +$215K 0.02% 239

Other funds holding CAT

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Miracle Mile Advisors's CAT Position: Q2 2026 in Review

Miracle Mile Advisors increased its Caterpillar (CAT) stake by 4.1% in Q2 2026, buying an estimated $910K and bringing the position to 26,010 shares worth $27.7M. The position accounts for 0.32% of the portfolio, ranked #66.

Miracle Mile Advisors first reported a position in CAT in Q2 2019 and has held it in 26 quarters since. 1,717 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Miracle Mile Advisors held 26,010 shares of Caterpillar worth $27.7M as of Q2 2026.
  • Miracle Mile Advisors bought 1,036 Caterpillar shares in Q2 2026, an estimated $910K.
  • Caterpillar made up 0.32% of Miracle Mile Advisors's portfolio in Q2 2026, its #66 holding.
  • Miracle Mile Advisors first reported a position in Caterpillar in Q2 2019 and has held it in 26 quarters since.
  • 1,717 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Miracle Mile Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.