MFG
CAT icon

Mission Financial Group’s Caterpillar CAT Stock Holding History

Mission Financial Group’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 		$549K Buy
+515
New +$452K 0.46% 61
2025
Q1 		$361K Buy
+509
New +$181K 0.33% 79
2021
Q4 		$291K Buy
+507
New +$102K 0.27% 105

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

Mission Financial Group's CAT Position: Q2 2026 in Review

Mission Financial Group opened a new position in Caterpillar (CAT) in Q2 2026: 515 shares worth $549K. The stake represents 0.46% of the portfolio and ranks #61 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in CAT as recently as Q1 2025.

Mission Financial Group first reported a position in CAT in Q4 2021 and has held it in 3 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mission Financial Group held 515 shares of Caterpillar worth $549K as of Q2 2026.
  • Caterpillar was a new Mission Financial Group position in Q2 2026.
  • Caterpillar made up 0.46% of Mission Financial Group's portfolio in Q2 2026, its #61 holding.
  • Mission Financial Group first reported a position in Caterpillar in Q4 2021 and has held it in 3 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.