MRA Advisory Group
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MRA Advisory Group’s Caterpillar CAT Stock Holding History

MRA Advisory Group’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
Q3 		$1.07M Hold
1,322
– – 0.4% 43
2026
Q2 		$1.41M Sell
1,322
-169
-11% -$148K 0.51% 47
2026
Q1 		$1.06M Sell
1,491
-65
-4% -$45K 0.43% 44
2025
Q4 		$891K Buy
1,556
+173
+13% +$96.2K 0.37% 44
2025
Q3 		$660K Hold
1,383
– – 0.29% 51
2025
Q2 		$537K Hold
1,383
– – 0.25% 62
2025
Q1 		$456K Sell
1,383
-151
-10% -$53.8K 0.24% 58
2024
Q4 		$556K Buy
1,534
+31
+2% +$12K 0.29% 43
2024
Q3 		$588K Buy
1,503
+39
+3% +$13.5K 0.32% 41
2024
Q2 		$488K Sell
1,464
-79
-5% -$27.4K 0.28% 47
2024
Q1 		$566K Buy
1,543
+242
+19% +$77.3K 0.34% 39
2023
Q4 		$385K Buy
1,301
+1
+0.1% +$259 0.25% 55
2023
Q3 		$355K Buy
1,300
+1
+0.1% +$271 0.25% 76
2023
Q2 		$320K Sell
1,299
-1,190
-48% -$265K 0.22% 77
2023
Q1 		$570K Sell
2,489
-866
-26% -$209K 0.41% 44
2022
Q4 		$804K Sell
3,355
-309
-8% -$67.3K 0.63% 34
2022
Q3 		$655K Buy
3,664
+329
+10% +$60.1K 0.56% 34
2022
Q2 		$596K Sell
3,335
-225
-6% -$47.4K 0.52% 38
2022
Q1 		$793K Sell
3,560
-152
-4% -$31.9K 0.6% 30
2021
Q4 		$767K Buy
3,712
+2,546
+218% +$513K 0.59% 40
2021
Q3 		$224K Hold
1,166
– – 0.19% 108
2021
Q2 		$254K Buy
1,166
+44
+4% +$10.2K 0.22% 99
2021
Q1 		$260K Hold
1,122
– – 0.24% 82
2020
Q4 		$204K Buy
+1,122
New +$190K 0.2% 98

Other funds holding CAT

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

MRA Advisory Group's CAT Position: Q3 2026 in Review

MRA Advisory Group held its Caterpillar (CAT) position steady in Q3 2026 at 1,322 shares worth $1.07M. The position accounts for 0.4% of the portfolio, ranked #43.

MRA Advisory Group first reported a position in CAT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.41M in Q2 2026. 1,589 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • MRA Advisory Group held 1,322 shares of Caterpillar worth $1.07M as of Q3 2026.
  • MRA Advisory Group left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.4% of MRA Advisory Group's portfolio in Q3 2026, its #43 holding.
  • MRA Advisory Group first reported a position in Caterpillar in Q4 2020 and has held it in 24 quarters since.
  • MRA Advisory Group's Caterpillar position peaked at $1.41M in Q2 2026.
  • 1,589 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.