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
Q2 		$3.07M Buy
2,886
+1,548
+116% +$1.36M 0.34% 43
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

MJP Associates's CAT Position: Q2 2026 in Review

MJP Associates increased its Caterpillar (CAT) stake by 116% in Q2 2026, buying an estimated $1.36M and bringing the position to 2,886 shares worth $3.07M. The position accounts for 0.34% of the portfolio, ranked #43.

MJP Associates first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • MJP Associates held 2,886 shares of Caterpillar worth $3.07M as of Q2 2026.
  • MJP Associates bought 1,548 Caterpillar shares in Q2 2026, an estimated $1.36M.
  • Caterpillar made up 0.34% of MJP Associates's portfolio in Q2 2026, its #43 holding.
  • MJP Associates first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.