Mirador Capital Partners’s Caterpillar CAT Stock Holding History

Mirador Capital Partners’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	$1.76M	Buy	1,649 +76	+5%	+$66.8K	0.21%	74
2026 Q1	$1.11M	Buy	1,573 +117	+8%	+$81K	0.16%	89
2025 Q4	$834K	Hold	1,456	–	–	0.11%	112
2025 Q3	$695K	Sell	1,456 -4	-0.3%	-$1.71K	0.1%	124
2025 Q2	$567K	Hold	1,460	–	–	0.09%	128
2025 Q1	$481K	Buy	1,460 +705	+93%	+$251K	0.08%	136
2024 Q4	$274K	Sell	755 -15	-2%	-$5.82K	0.05%	163
2024 Q3	$301K	Sell	770 -9	-1%	-$3.11K	0.05%	165
2024 Q2	$259K	Sell	779 -99	-11%	-$34.3K	0.05%	166
2024 Q1	$322K	Sell	878 -31	-3%	-$9.91K	0.06%	153
2023 Q4	$269K	Sell	909 -642	-41%	-$167K	0.06%	160
2023 Q3	$423K	Sell	1,551 -4	-0.3%	-$1.08K	0.1%	129
2023 Q2	$383K	Buy	+1,555	New	+$347K	0.09%	140
2021 Q4	–	Sell	-3,237	Closed	-$621K	–	218
2021 Q3	$621K	Buy	3,237 +140	+5%	+$29.2K	0.14%	121
2021 Q2	$674K	Buy	3,097 +2,151	+227%	+$497K	0.15%	113
2021 Q1	$219K	Buy	+946	New	+$196K	0.06%	171

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

Mirador Capital Partners's CAT Position: Q2 2026 in Review

Mirador Capital Partners increased its Caterpillar (CAT) stake by 4.8% in Q2 2026, buying an estimated $66.8K and bringing the position to 1,649 shares worth $1.76M. The position accounts for 0.21% of the portfolio, ranked #74.

Mirador Capital Partners first reported a position in CAT in Q1 2021 and has held it in 16 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Mirador Capital Partners held 1,649 shares of Caterpillar worth $1.76M as of Q2 2026.
Mirador Capital Partners bought 76 Caterpillar shares in Q2 2026, an estimated $66.8K.
Caterpillar made up 0.21% of Mirador Capital Partners's portfolio in Q2 2026, its #74 holding.
Mirador Capital Partners first reported a position in Caterpillar in Q1 2021 and has held it in 16 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.