MCM
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Mitchell Capital Management’s Caterpillar CAT Stock Holding History

Mitchell Capital 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
Q2 		$9.44M Sell
8,864
-286
-3% -$251K 1.44% 16
2026
Q1 		$6.48M Buy
+9,150
New +$6.34M 1.19% 18
2024
Q2 		– Sell
-3,141
Closed -$1.15M – 118
2024
Q1 		$1.15M Sell
3,141
-150
-5% -$47.9K 0.22% 85
2023
Q4 		$973K Hold
3,291
– – 0.2% 92
2023
Q3 		$898K Buy
3,291
+33
+1% +$8.95K 0.21% 93
2023
Q2 		$802K Sell
3,258
-334
-9% -$74.5K 0.18% 99
2023
Q1 		$822K Sell
3,592
-153
-4% -$37K 0.2% 105
2022
Q4 		$897K Sell
3,745
-11,066
-75% -$2.41M 0.25% 100
2022
Q3 		$2.43M Buy
14,811
+272
+2% +$49.7K 0.69% 55
2022
Q2 		$2.6M Buy
14,539
+554
+4% +$117K 0.73% 48
2022
Q1 		$3.12M Buy
13,985
+411
+3% +$86.2K 0.7% 46
2021
Q4 		$2.81M Buy
13,574
+274
+2% +$55.2K 0.57% 57
2021
Q3 		$2.55M Buy
13,300
+346
+3% +$72.1K 0.57% 63
2021
Q2 		$2.82M Buy
12,954
+1,468
+13% +$339K 0.62% 62
2021
Q1 		$2.66M Buy
11,486
+1,759
+18% +$364K 0.65% 58
2020
Q4 		$1.77M Buy
9,727
+916
+10% +$155K 0.44% 74
2020
Q3 		$1.31M Buy
8,811
+553
+7% +$77.7K 0.38% 79
2020
Q2 		$1.04M Buy
+8,258
New +$979K 0.34% 85
2018
Q1 		– Sell
-2,997
Closed -$472K – 111
2017
Q4 		$472K Buy
2,997
+1,275
+74% +$177K 0.17% 53
2017
Q3 		$215K Buy
+1,722
New +$198K 0.08% 60

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mitchell Capital Management's CAT Position: Q2 2026 in Review

Mitchell Capital Management reduced its Caterpillar (CAT) stake by 3.1% in Q2 2026, selling an estimated $251K and leaving 8,864 shares worth $9.44M. The position accounts for 1.44% of the portfolio, ranked #16.

Mitchell Capital Management first reported a position in CAT in Q3 2017 and has held it in 20 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mitchell Capital Management held 8,864 shares of Caterpillar worth $9.44M as of Q2 2026.
  • Mitchell Capital Management sold 286 Caterpillar shares in Q2 2026, an estimated $251K.
  • Caterpillar made up 1.44% of Mitchell Capital Management's portfolio in Q2 2026, its #16 holding.
  • Mitchell Capital Management first reported a position in Caterpillar in Q3 2017 and has held it in 20 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mitchell Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.