MCM
CAT icon

Morton Capital Management’s Caterpillar CAT Stock Holding History

Morton Capital 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 		$687K Sell
646
-38
-6% -$33.4K 0.09% 63
2026
Q1 		$484K Buy
684
+89
+15% +$61.6K 0.07% 79
2025
Q4 		$341K Buy
595
+8
+1% +$4.45K 0.05% 87
2025
Q3 		$280K Hold
587
– – 0.05% 99
2025
Q2 		$228K Sell
587
-34
-5% -$11.3K 0.04% 109
2025
Q1 		$205K Sell
621
-19
-3% -$6.77K 0.04% 105
2024
Q4 		$232K Hold
640
– – 0.04% 103
2024
Q3 		$250K Buy
+640
New +$221K 0.05% 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

Morton Capital Management's CAT Position: Q2 2026 in Review

Morton Capital Management reduced its Caterpillar (CAT) stake by 5.6% in Q2 2026, selling an estimated $33.4K and leaving 646 shares worth $687K. The position accounts for 0.09% of the portfolio, ranked #63.

Morton Capital Management first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Morton Capital Management held 646 shares of Caterpillar worth $687K as of Q2 2026.
  • Morton Capital Management sold 38 Caterpillar shares in Q2 2026, an estimated $33.4K.
  • Caterpillar made up 0.09% of Morton Capital Management's portfolio in Q2 2026, its #63 holding.
  • Morton Capital Management first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.