MMG
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Monetary Management Group’s Caterpillar CAT Stock Holding History

Monetary Management Group’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 		$5.48M Sell
7,737
-50
-0.6% -$34.6K 1.31% 14
2025
Q4 		$4.46M Sell
7,787
-50
-0.6% -$27.8K 1.03% 17
2025
Q3 		$3.74M Sell
7,837
-375
-5% -$160K 0.86% 21
2025
Q2 		$3.19M Hold
8,212
– – 0.78% 25
2025
Q1 		$2.71M Sell
8,212
-2,015
-20% -$718K 0.73% 32
2024
Q4 		$3.71M Hold
10,227
– – 0.96% 19
2024
Q3 		$4M Buy
10,227
+60
+0.6% +$20.7K 1.03% 18
2024
Q2 		$3.39M Sell
10,167
-250
-2% -$86.7K 0.9% 20
2024
Q1 		$3.82M Buy
10,417
+25
+0.2% +$7.99K 1.06% 19
2023
Q4 		$3.07M Hold
10,392
– – 0.96% 22
2023
Q3 		$2.84M Sell
10,392
-1,875
-15% -$509K 0.95% 22
2023
Q2 		$3.02M Sell
12,267
-900
-7% -$201K 0.93% 24
2023
Q1 		$3.01M Sell
13,167
-125
-0.9% -$30.2K 0.89% 31
2022
Q4 		$3.18M Sell
13,292
-4,525
-25% -$985K 0.99% 27
2022
Q3 		$2.92M Buy
17,817
+25
+0.1% +$4.57K 0.96% 26
2022
Q2 		$3.18M Sell
17,792
-100
-0.6% -$21.1K 1% 25
2022
Q1 		$3.99M Buy
17,892
+1,000
+6% +$210K 1.06% 22
2021
Q4 		$3.49M Buy
16,892
+75
+0.4% +$15.1K 0.86% 34
2021
Q3 		$3.23M Buy
16,817
+900
+6% +$187K 0.89% 29
2021
Q2 		$3.46M Buy
15,917
+7,490
+89% +$1.73M 1.04% 27
2021
Q1 		$1.95M Buy
8,427
+2,600
+45% +$538K 0.61% 44
2020
Q4 		$1.06M Buy
5,827
+200
+4% +$33.9K 0.35% 70
2020
Q3 		$839K Buy
5,627
+125
+2% +$17.6K 0.3% 80
2020
Q2 		$696K Sell
5,502
-450
-8% -$53.4K 0.26% 83
2020
Q1 		$691K Buy
5,952
+350
+6% +$44.7K 0.31% 79
2019
Q4 		$827K Sell
5,602
-468
-8% -$65.3K 0.3% 86
2019
Q3 		$767K Sell
6,070
-250
-4% -$31.8K 0.29% 87
2019
Q2 		$861K Sell
6,320
-75
-1% -$9.91K 0.33% 87
2019
Q1 		$866K Sell
6,395
-175
-3% -$23.2K 0.34% 82
2018
Q4 		$835K Buy
6,570
+1,250
+23% +$163K 0.38% 77
2018
Q3 		$811K Sell
5,320
-500
-9% -$70.7K 0.31% 79
2018
Q2 		$790K Buy
5,820
+400
+7% +$59.8K 0.32% 77
2018
Q1 		$799K Sell
5,420
-100
-2% -$15.8K 0.33% 73
2017
Q4 		$870K Buy
5,520
+100
+2% +$13.9K 0.35% 67
2017
Q3 		$676K Sell
5,420
-250
-4% -$28.8K 0.29% 78
2017
Q2 		$609K Buy
5,670
+1,225
+28% +$124K 0.25% 90
2017
Q1 		$412K Buy
4,445
+150
+3% +$14.2K 0.18% 108
2016
Q4 		$398K Sell
4,295
-700
-14% -$63.4K 0.18% 104
2016
Q3 		$443K Hold
4,995
– – 0.2% 95
2016
Q2 		$379K Buy
4,995
+125
+3% +$9.37K 0.18% 107
2016
Q1 		$373K Sell
4,870
-1,600
-25% -$107K 0.18% 104
2015
Q4 		$440K Sell
6,470
-300
-4% -$21K 0.21% 92
2015
Q3 		$442K Sell
6,770
-2,675
-28% -$205K 0.22% 97
2015
Q2 		$801K Buy
9,445
+150
+2% +$12.9K 0.36% 76
2015
Q1 		$744K Sell
9,295
-1,350
-13% -$112K 0.33% 83
2014
Q4 		$974K Buy
10,645
+700
+7% +$68.1K 0.43% 70
2014
Q3 		$985K Sell
9,945
-500
-5% -$53K 0.46% 68
2014
Q2 		$1.14M Buy
10,445
+155
+2% +$16.3K 0.53% 59
2014
Q1 		$1.02M Buy
10,290
+1,000
+11% +$94.3K 0.48% 67
2013
Q4 		$844K Buy
9,290
+600
+7% +$51.2K 0.39% 73
2013
Q3 		$725K Sell
8,690
-10,275
-54% -$869K 0.38% 80
2013
Q2 		$1.56M Buy
+18,965
New +$1.61M 0.86% 40

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

Monetary Management Group's CAT Position: Q1 2026 in Review

Monetary Management Group reduced its Caterpillar (CAT) stake by 0.64% in Q1 2026, selling an estimated $34.6K and leaving 7,737 shares worth $5.48M. The position accounts for 1.31% of the portfolio, ranked #14.

Monetary Management Group first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Monetary Management Group held 7,737 shares of Caterpillar worth $5.48M as of Q1 2026.
  • Monetary Management Group sold 50 Caterpillar shares in Q1 2026, an estimated $34.6K.
  • Caterpillar made up 1.31% of Monetary Management Group's portfolio in Q1 2026, its #14 holding.
  • Monetary Management Group first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.