MCC
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Money Concepts Capital’s Caterpillar CAT Stock Holding History

Money Concepts Capital’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 		$6.87M Sell
6,452
-1,403
-18% -$1.23M 0.32% 69
2026
Q1 		$5.56M Sell
7,855
-3,311
-30% -$2.29M 0.31% 74
2025
Q4 		$6.4M Sell
11,166
-276
-2% -$153K 0.36% 58
2025
Q3 		$5.46M Buy
11,442
+417
+4% +$178K 0.34% 60
2025
Q2 		$4.28M Sell
11,025
-125
-1% -$41.7K 0.29% 76
2025
Q1 		$3.68M Buy
11,150
+39
+0.4% +$13.9K 0.28% 79
2024
Q4 		$4.03M Buy
11,111
+25
+0.2% +$9.7K 0.3% 70
2024
Q3 		$4.34M Buy
11,086
+75
+0.7% +$25.9K 0.33% 68
2024
Q2 		$3.67M Sell
11,011
-284
-3% -$98.5K 0.31% 77
2024
Q1 		$4.14M Sell
11,295
-182
-2% -$58.2K 0.38% 70
2023
Q4 		$3.39M Sell
11,477
-80
-0.7% -$20.8K 0.32% 88
2023
Q3 		$3.16M Sell
11,557
-133
-1% -$36.1K 0.33% 89
2023
Q2 		$2.88M Sell
11,690
-11,306
-49% -$2.52M 0.29% 101
2023
Q1 		$5.32M Sell
22,996
-2,959
-11% -$715K 0.3% 74
2022
Q4 		$6.22M Buy
25,955
+3,379
+15% +$736K 0.28% 73
2022
Q3 		$3.7M Buy
22,576
+10,898
+93% +$1.99M 0.22% 87
2022
Q2 		$2.08M Sell
11,678
-2,131
-15% -$449K 0.19% 128
2022
Q1 		$3.08M Sell
13,809
-59
-0.4% -$12.4K 0.17% 131
2021
Q4 		$2.87M Buy
+13,868
New +$2.79M 0.24% 108
2021
Q1 		$1.03M Buy
4,440
+1,731
+64% +$358K 0.08% 212
2020
Q4 		$493K Buy
+2,709
New +$459K 0.05% 291

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

Money Concepts Capital's CAT Position: Q2 2026 in Review

Money Concepts Capital reduced its Caterpillar (CAT) stake by 18% in Q2 2026, selling an estimated $1.23M and leaving 6,452 shares worth $6.87M. The position accounts for 0.32% of the portfolio, ranked #69.

Money Concepts Capital first reported a position in CAT in Q4 2020 and has held it in 21 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Money Concepts Capital held 6,452 shares of Caterpillar worth $6.87M as of Q2 2026.
  • Money Concepts Capital sold 1,403 Caterpillar shares in Q2 2026, an estimated $1.23M.
  • Caterpillar made up 0.32% of Money Concepts Capital's portfolio in Q2 2026, its #69 holding.
  • Money Concepts Capital first reported a position in Caterpillar in Q4 2020 and has held it in 21 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.