MAFA
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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
Q3 		$11.4K Hold
14
– – 0.01% 180
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MJT & Associates Financial Advisory's CAT Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Caterpillar (CAT) position steady in Q3 2026 at 14 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #180.

MJT & Associates Financial Advisory first reported a position in CAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $14.9K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • MJT & Associates Financial Advisory held 14 shares of Caterpillar worth $11.4K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #180 holding.
  • MJT & Associates Financial Advisory first reported a position in Caterpillar in Q3 2025 and has held it in 5 quarters since.
  • MJT & Associates Financial Advisory's Caterpillar position peaked at $14.9K in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.