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MJT & Associates Financial Advisory’s Caterpillar CAT Stock Holding History

MJT & Associates Financial Advisory’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 		$14.9K Hold
14
– – 0.01% 154
2026
Q1 		$9.92K Hold
14
– – 0.01% 180
2025
Q4 		$8.02K Hold
14
– – 0.01% 218
2025
Q3 		$6.68K Buy
+14
New +$5.98K 0.01% 254

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

MJT & Associates Financial Advisory's CAT Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Caterpillar (CAT) position steady in Q2 2026 at 14 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #154.

MJT & Associates Financial Advisory first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • MJT & Associates Financial Advisory held 14 shares of Caterpillar worth $14.9K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #154 holding.
  • MJT & Associates Financial Advisory first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.