MWM
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Mission Wealth Management’s Caterpillar CAT Stock Holding History

Mission 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
Q1 		$7.14M Buy
10,077
+526
+6% +$364K 0.15% 82
2025
Q4 		$5.47M Sell
9,551
-746
-7% -$415K 0.11% 103
2025
Q3 		$4.91M Sell
10,297
-182
-2% -$77.7K 0.1% 118
2025
Q2 		$4.07M Sell
10,479
-133
-1% -$44.3K 0.09% 135
2025
Q1 		$3.5M Buy
10,612
+2,593
+32% +$924K 0.09% 132
2024
Q4 		$2.91M Sell
8,019
-93
-1% -$36.1K 0.07% 145
2024
Q3 		$3.17M Buy
8,112
+1,433
+21% +$495K 0.08% 136
2024
Q2 		$2.22M Buy
6,679
+472
+8% +$164K 0.06% 160
2024
Q1 		$2.27M Buy
6,207
+1,789
+40% +$572K 0.06% 167
2023
Q4 		$1.31M Buy
4,418
+9
+0.2% +$2.33K 0.04% 200
2023
Q3 		$1.2M Buy
4,409
+304
+7% +$82.5K 0.04% 196
2023
Q2 		$1.01M Buy
4,105
+310
+8% +$69.1K 0.04% 214
2023
Q1 		$868K Buy
3,795
+199
+6% +$48.1K 0.04% 249
2022
Q4 		$862K Buy
3,596
+98
+3% +$21.3K 0.04% 231
2022
Q3 		$574K Buy
3,498
+259
+8% +$47.3K 0.03% 276
2022
Q2 		$579K Sell
3,239
-205
-6% -$43.2K 0.03% 278
2022
Q1 		$767K Buy
3,444
+312
+10% +$65.4K 0.04% 240
2021
Q4 		$648K Buy
3,132
+192
+7% +$38.7K 0.03% 258
2021
Q3 		$564K Sell
2,940
-272
-8% -$56.6K 0.03% 265
2021
Q2 		$699K Buy
3,212
+494
+18% +$114K 0.04% 227
2021
Q1 		$630K Buy
2,718
+472
+21% +$97.7K 0.04% 221
2020
Q4 		$409K Buy
2,246
+595
+36% +$101K 0.03% 281
2020
Q3 		$246K Buy
+1,651
New +$232K 0.02% 310
2020
Q1 		– Sell
-1,547
Closed -$228K – 303
2019
Q4 		$228K Buy
+1,547
New +$216K 0.02% 304
2019
Q3 		– Sell
-1,627
Closed -$222K – 322
2019
Q2 		$222K Buy
+1,627
New +$215K 0.02% 286
2016
Q3 		– Sell
-40,000
Closed -$52K – 163
2016
Q2 		$52K Buy
+40,000
New +$3M 0.01% 162

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mission Wealth Management's CAT Position: Q1 2026 in Review

Mission Wealth Management increased its Caterpillar (CAT) stake by 5.5% in Q1 2026, buying an estimated $364K and bringing the position to 10,077 shares worth $7.14M. The position accounts for 0.15% of the portfolio, ranked #82.

Mission Wealth Management first reported a position in CAT in Q2 2016 and has held it in 26 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Mission Wealth Management held 10,077 shares of Caterpillar worth $7.14M as of Q1 2026.
  • Mission Wealth Management bought 526 Caterpillar shares in Q1 2026, an estimated $364K.
  • Caterpillar made up 0.15% of Mission Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Mission Wealth Management first reported a position in Caterpillar in Q2 2016 and has held it in 26 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.