MAS
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MPWM Advisory Solutions’s Caterpillar CAT Stock Holding History

MPWM Advisory Solutions’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 		$158K Sell
148
-3
-2% -$2.63K 0.07% 122
2026
Q1 		$107K Buy
151
+38
+34% +$26.3K 0.06% 135
2025
Q4 		$64.8K Buy
113
+14
+14% +$7.78K 0.04% 151
2025
Q3 		$47.2K Hold
99
– – 0.03% 171
2025
Q2 		$38.4K Hold
99
– – 0.02% 184
2025
Q1 		$32.6K Hold
99
– – 0.02% 184
2024
Q4 		$35.9K Buy
+99
New +$38.4K 0.03% 185

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

MPWM Advisory Solutions's CAT Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Caterpillar (CAT) stake by 2% in Q2 2026, selling an estimated $2.63K and leaving 148 shares worth $158K. The position accounts for 0.07% of the portfolio, ranked #122.

MPWM Advisory Solutions first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • MPWM Advisory Solutions held 148 shares of Caterpillar worth $158K as of Q2 2026.
  • MPWM Advisory Solutions sold 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.07% of MPWM Advisory Solutions's portfolio in Q2 2026, its #122 holding.
  • MPWM Advisory Solutions first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.