Mission Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
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.