MHWM
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Montz Harcus Wealth Management’s Caterpillar CAT Stock Holding History

Montz Harcus Wealth 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
Q2 		$1.98M Buy
1,863
+15
+0.8% +$13.2K 0.71% 21
2026
Q1 		$1.31M Buy
1,848
+17
+0.9% +$11.8K 0.53% 26
2025
Q4 		$1.05M Sell
1,831
-270
-13% -$150K 0.43% 31
2025
Q3 		$1M Buy
2,101
+121
+6% +$51.7K 0.44% 30
2025
Q2 		$769K Buy
1,980
+183
+10% +$61K 0.37% 33
2025
Q1 		$593K Buy
1,797
+7
+0.4% +$2.49K 0.32% 33
2024
Q4 		$650K Sell
1,790
-34
-2% -$13.2K 0.36% 33
2024
Q3 		$714K Sell
1,824
-51
-3% -$17.6K 0.42% 26
2024
Q2 		$625K Buy
1,875
+6
+0.3% +$2.08K 0.41% 28
2024
Q1 		$685K Buy
1,869
+9
+0.5% +$2.88K 0.46% 26
2023
Q4 		$550K Buy
1,860
+9
+0.5% +$2.33K 0.42% 27
2023
Q3 		$505K Buy
1,851
+8
+0.4% +$2.17K 0.43% 27
2023
Q2 		$453K Buy
1,843
+10
+0.5% +$2.23K 0.38% 29
2023
Q1 		$419K Buy
1,833
+9
+0.5% +$2.18K 0.39% 31
2022
Q4 		$437K Buy
1,824
+50
+3% +$10.9K 0.43% 27
2022
Q3 		$291K Buy
1,774
+152
+9% +$27.8K 0.32% 36
2022
Q2 		$290K Buy
1,622
+9
+0.6% +$1.9K 0.31% 38
2022
Q1 		$359K Buy
1,613
+533
+49% +$112K 0.32% 37
2021
Q4 		$223K Buy
+1,080
New +$217K 0.2% 51

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Montz Harcus Wealth Management's CAT Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Caterpillar (CAT) stake by 0.81% in Q2 2026, buying an estimated $13.2K and bringing the position to 1,863 shares worth $1.98M. The position accounts for 0.71% of the portfolio, ranked #21.

Montz Harcus Wealth Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Montz Harcus Wealth Management held 1,863 shares of Caterpillar worth $1.98M as of Q2 2026.
  • Montz Harcus Wealth Management bought 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
  • Caterpillar made up 0.71% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Montz Harcus Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.