MMA Asset Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$847K Sell
795
-58
-7% -$51K 0.27% 75
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

MMA Asset Management's CAT Position: Q2 2026 in Review

MMA Asset Management reduced its Caterpillar (CAT) stake by 6.8% in Q2 2026, selling an estimated $51K and leaving 795 shares worth $847K. The position accounts for 0.27% of the portfolio, ranked #75.

MMA Asset Management first reported a position in CAT in Q1 2024 and has held it in 5 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • MMA Asset Management held 795 shares of Caterpillar worth $847K as of Q2 2026.
  • MMA Asset Management sold 58 Caterpillar shares in Q2 2026, an estimated $51K.
  • Caterpillar made up 0.27% of MMA Asset Management's portfolio in Q2 2026, its #75 holding.
  • MMA Asset Management first reported a position in Caterpillar in Q1 2024 and has held it in 5 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.