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Mount Yale Investment Advisors’s Caterpillar CAT Stock Holding History

Mount Yale Investment 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 		$8.16M Buy
7,660
+1,090
+17% +$958K 0.15% 154
2026
Q1 		$4.65M Buy
6,570
+2,731
+71% +$1.89M 0.11% 196
2025
Q4 		$2.2M Buy
3,839
+2,087
+119% +$1.16M 0.11% 177
2025
Q3 		$836K Buy
1,752
+29
+2% +$12.4K 0.06% 316
2025
Q2 		$669K Sell
1,723
-16
-0.9% -$5.33K 0.05% 281
2025
Q1 		$573K Sell
1,739
-194
-10% -$69.1K 0.05% 303
2024
Q4 		$701K Buy
+1,933
New +$750K 0.06% 276
2024
Q3 		– Sell
-1,686
Closed -$562K – 552
2024
Q2 		$562K Sell
1,686
-178
-10% -$61.7K 0.04% 319
2024
Q1 		$683K Buy
1,864
+774
+71% +$247K 0.05% 294
2023
Q4 		$322K Buy
1,090
+84
+8% +$21.8K 0.03% 399
2023
Q3 		$275K Sell
1,006
-16
-2% -$4.34K 0.03% 404
2023
Q2 		$252K Sell
1,022
-651
-39% -$145K 0.03% 426
2023
Q1 		$383K Sell
1,673
-342
-17% -$82.7K 0.04% 337
2022
Q4 		$483K Buy
2,015
+139
+7% +$30.3K 0.05% 284
2022
Q3 		$308K Buy
1,876
+17
+0.9% +$3.1K 0.04% 338
2022
Q2 		$332K Buy
1,859
+22
+1% +$4.64K 0.04% 336
2022
Q1 		$409K Buy
1,837
+10
+0.5% +$2.1K 0.04% 324
2021
Q4 		$378K Sell
1,827
-126
-6% -$25.4K 0.04% 328
2021
Q3 		$375K Sell
1,953
-387
-17% -$80.6K 0.04% 321
2021
Q2 		$509K Sell
2,340
-244
-9% -$56.4K 0.06% 264
2021
Q1 		$599K Buy
2,584
+179
+7% +$37.1K 0.08% 237
2020
Q4 		$438K Buy
2,405
+168
+8% +$28.5K 0.06% 263
2020
Q3 		$334K Buy
+2,237
New +$314K 0.05% 271
2018
Q4 		– Sell
-209
Closed -$28K – 387
2018
Q3 		$28K Hold
209
– – ﹤0.01% 713
2018
Q2 		$28K Sell
209
-153
-42% -$22.9K 0.01% 728
2018
Q1 		$53K Buy
+362
New +$57.2K 0.01% 602

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's CAT Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Caterpillar (CAT) stake by 17% in Q2 2026, buying an estimated $958K and bringing the position to 7,660 shares worth $8.16M. The position accounts for 0.15% of the portfolio, ranked #154.

Mount Yale Investment Advisors first reported a position in CAT in Q1 2018 and has held it in 26 quarters since. 4,066 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mount Yale Investment Advisors held 7,660 shares of Caterpillar worth $8.16M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,090 Caterpillar shares in Q2 2026, an estimated $958K.
  • Caterpillar made up 0.15% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #154 holding.
  • Mount Yale Investment Advisors first reported a position in Caterpillar in Q1 2018 and has held it in 26 quarters since.
  • 4,066 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.