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Mountain Pacific Investment Advisers’s Caterpillar CAT Stock Holding History

Mountain Pacific Investment Advisers’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 		$2.05M Sell
1,924
-80
-4% -$70.3K 0.32% 62
2026
Q1 		$1.42M Sell
2,004
-90
-4% -$62.3K 0.24% 69
2025
Q4 		$1.2M Sell
2,094
-59
-3% -$32.8K 0.19% 75
2025
Q3 		$1.03M Hold
2,153
– – 0.16% 81
2025
Q2 		$836K Buy
2,153
+50
+2% +$16.7K 0.06% 87
2025
Q1 		$694K Sell
2,103
-55
-3% -$19.6K 0.05% 97
2024
Q4 		$783K Hold
2,158
– – 0.06% 90
2024
Q3 		$844K Buy
2,158
+299
+16% +$103K 0.06% 88
2024
Q2 		$619K Buy
1,859
+1
+0.1% +$347 0.05% 98
2024
Q1 		$681K Hold
1,858
– – 0.04% 97
2023
Q4 		$549K Sell
1,858
-19
-1% -$4.93K 0.03% 101
2023
Q3 		$512K Buy
1,877
+411
+28% +$111K 0.04% 100
2023
Q2 		$361K Sell
1,466
-24
-2% -$5.35K 0.02% 111
2023
Q1 		$341K Sell
1,490
-561
-27% -$136K 0.02% 114
2022
Q4 		$491K Buy
2,051
+1
+0% +$218 0.04% 102
2022
Q3 		$336K Buy
2,050
+1
+0% +$183 0.03% 111
2022
Q2 		$366K Buy
2,049
+1
+0% +$211 0.03% 110
2022
Q1 		$456K Buy
2,048
+1
+0% +$210 0.03% 112
2021
Q4 		$423K Buy
2,047
+16
+0.8% +$3.22K 0.02% 112
2021
Q3 		$390K Sell
2,031
-64
-3% -$13.3K 0.02% 116
2021
Q2 		$456K Buy
2,095
+190
+10% +$43.9K 0.03% 107
2021
Q1 		$442K Buy
1,905
+193
+11% +$40K 0.03% 109
2020
Q4 		$312K Hold
1,712
– – 0.02% 115
2020
Q3 		$255K Sell
1,712
-175
-9% -$24.6K 0.02% 114
2020
Q2 		$239K Buy
+1,887
New +$224K 0.02% 119
2018
Q4 		– Sell
-812
Closed -$124K – 129
2018
Q3 		$124K Buy
+812
New +$115K 0.01% 135

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 Pacific Investment Advisers's CAT Position: Q2 2026 in Review

Mountain Pacific Investment Advisers reduced its Caterpillar (CAT) stake by 4% in Q2 2026, selling an estimated $70.3K and leaving 1,924 shares worth $2.05M. The position accounts for 0.32% of the portfolio, ranked #62.

Mountain Pacific Investment Advisers first reported a position in CAT in Q3 2018 and has held it in 26 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mountain Pacific Investment Advisers held 1,924 shares of Caterpillar worth $2.05M as of Q2 2026.
  • Mountain Pacific Investment Advisers sold 80 Caterpillar shares in Q2 2026, an estimated $70.3K.
  • Caterpillar made up 0.32% of Mountain Pacific Investment Advisers's portfolio in Q2 2026, its #62 holding.
  • Mountain Pacific Investment Advisers first reported a position in Caterpillar in Q3 2018 and has held it in 26 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mountain Pacific Investment Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.