MA
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MJP Associates’s Caterpillar CAT Stock Holding History

MJP Associates’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 		$948K Buy
1,338
+33
+3% +$22.9K 0.12% 72
2025
Q4 		$747K Buy
1,305
+196
+18% +$109K 0.09% 87
2025
Q3 		$529K Buy
1,109
+138
+14% +$58.9K 0.07% 126
2025
Q2 		$377K Sell
971
-64
-6% -$21.3K 0.06% 155
2025
Q1 		$341K Sell
1,035
-575
-36% -$205K 0.06% 153
2024
Q4 		$584K Buy
1,610
+618
+62% +$240K 0.1% 82
2024
Q3 		$388K Buy
992
+109
+12% +$37.6K 0.07% 139
2024
Q2 		$294K Sell
883
-4
-0.5% -$1.39K 0.06% 173
2024
Q1 		$325K Buy
887
+68
+8% +$21.7K 0.07% 157
2023
Q4 		$242K Buy
+819
New +$212K 0.06% 148

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

MJP Associates's CAT Position: Q1 2026 in Review

MJP Associates increased its Caterpillar (CAT) stake by 2.5% in Q1 2026, buying an estimated $22.9K and bringing the position to 1,338 shares worth $948K. The position accounts for 0.12% of the portfolio, ranked #72.

MJP Associates first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • MJP Associates held 1,338 shares of Caterpillar worth $948K as of Q1 2026.
  • MJP Associates bought 33 Caterpillar shares in Q1 2026, an estimated $22.9K.
  • Caterpillar made up 0.12% of MJP Associates's portfolio in Q1 2026, its #72 holding.
  • MJP Associates first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.