Mission Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $33.5M | Buy |
31,425
+21,348
| +212% | +$18.8M | 0.41% | 41 |
|
|
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
Mission Wealth Management's CAT Position: Q2 2026 in Review
Mission Wealth Management increased its Caterpillar (CAT) stake by 212% in Q2 2026, buying an estimated $18.8M and bringing the position to 31,425 shares worth $33.5M. The position accounts for 0.41% of the portfolio, ranked #41.
Mission Wealth Management first reported a position in CAT in Q2 2016 and has held it in 27 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Mission Wealth Management held 31,425 shares of Caterpillar worth $33.5M as of Q2 2026.
- Mission Wealth Management bought 21,348 Caterpillar shares in Q2 2026, an estimated $18.8M.
- Caterpillar made up 0.41% of Mission Wealth Management's portfolio in Q2 2026, its #41 holding.
- Mission Wealth Management first reported a position in Caterpillar in Q2 2016 and has held it in 27 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.