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Mountain Capital Investment Advisors’s Caterpillar CAT Stock Holding History

Mountain Capital 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 		$270K Buy
+254
New +$223K 0.04% 69
2017
Q4 		– Sell
-620
Closed -$77K – 93
2017
Q3 		$77K Sell
620
-179
-22% -$20.6K 0.07% 81
2017
Q2 		$86K Buy
+799
New +$81.2K 0.08% 95

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

Mountain Capital Investment Advisors's CAT Position: Q2 2026 in Review

Mountain Capital Investment Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 254 shares worth $270K. The stake represents 0.04% of the portfolio and ranks #69 among its holdings. This is a return to the name: Mountain Capital Investment Advisors previously reported a position in CAT as recently as Q3 2017.

Mountain Capital Investment Advisors first reported a position in CAT in Q2 2017 and has held it in 3 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mountain Capital Investment Advisors held 254 shares of Caterpillar worth $270K as of Q2 2026.
  • Caterpillar was a new Mountain Capital Investment Advisors position in Q2 2026.
  • Caterpillar made up 0.04% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #69 holding.
  • Mountain Capital Investment Advisors first reported a position in Caterpillar in Q2 2017 and has held it in 3 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.