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 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

MRA Advisory Group's CAT Position: Q2 2026 in Review

MRA Advisory Group reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $148K and leaving 1,322 shares worth $1.41M. The position accounts for 0.51% of the portfolio, ranked #47.

MRA Advisory Group first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

MRA Advisory Group held 1,322 shares of Caterpillar worth $1.41M as of Q2 2026.
MRA Advisory Group sold 169 Caterpillar shares in Q2 2026, an estimated $148K.
Caterpillar made up 0.51% of MRA Advisory Group's portfolio in Q2 2026, its #47 holding.
MRA Advisory Group first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.