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MN Wealth Advisors’s Caterpillar CAT Stock Holding History

MN Wealth Advisors’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 		$575K Buy
540
+62
+13% +$54.5K 0.24% 69
2026
Q1 		$339K Sell
478
-49
-9% -$33.9K 0.16% 92
2025
Q4 		$302K Buy
527
+1
+0.2% +$556 0.15% 91
2025
Q3 		$251K Buy
+526
New +$225K 0.13% 101
2024
Q4 		– Sell
-524
Closed -$205K – 102
2024
Q3 		$205K Buy
+524
New +$181K 0.12% 93

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

MN Wealth Advisors's CAT Position: Q2 2026 in Review

MN Wealth Advisors increased its Caterpillar (CAT) stake by 13% in Q2 2026, buying an estimated $54.5K and bringing the position to 540 shares worth $575K. The position accounts for 0.24% of the portfolio, ranked #69.

MN Wealth Advisors first reported a position in CAT in Q3 2024 and has held it in 5 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • MN Wealth Advisors held 540 shares of Caterpillar worth $575K as of Q2 2026.
  • MN Wealth Advisors bought 62 Caterpillar shares in Q2 2026, an estimated $54.5K.
  • Caterpillar made up 0.24% of MN Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • MN Wealth Advisors first reported a position in Caterpillar in Q3 2024 and has held it in 5 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.