MAM
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MMA Asset Management’s Caterpillar CAT Stock Holding History

MMA Asset 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
Q1 		$604K Buy
853
+489
+134% +$339K 0.21% 91
2025
Q4 		$209K Sell
364
-76
-17% -$42.2K 0.07% 178
2025
Q3 		$210K Buy
+440
New +$188K 0.07% 178
2024
Q2 		– Sell
-16
Closed -$5.86K – 139
2024
Q1 		$5.86K Buy
+16
New +$5.11K ﹤0.01% 218

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

MMA Asset Management's CAT Position: Q1 2026 in Review

MMA Asset Management increased its Caterpillar (CAT) stake by 134% in Q1 2026, buying an estimated $339K and bringing the position to 853 shares worth $604K. The position accounts for 0.21% of the portfolio, ranked #91.

MMA Asset Management first reported a position in CAT in Q1 2024 and has held it in 4 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • MMA Asset Management held 853 shares of Caterpillar worth $604K as of Q1 2026.
  • MMA Asset Management bought 489 Caterpillar shares in Q1 2026, an estimated $339K.
  • Caterpillar made up 0.21% of MMA Asset Management's portfolio in Q1 2026, its #91 holding.
  • MMA Asset Management first reported a position in Caterpillar in Q1 2024 and has held it in 4 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.