MCA
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MSH Capital Advisors’s Caterpillar CAT Stock Holding History

MSH Capital 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 		$3.43M Sell
3,219
-155
-5% -$136K 0.6% 46
2026
Q1 		$2.39M Buy
3,374
+17
+0.5% +$11.8K 0.51% 59
2025
Q4 		$1.92M Buy
3,357
+873
+35% +$485K 0.41% 67
2025
Q3 		$1.19M Buy
2,484
+5
+0.2% +$2.13K 0.32% 84
2025
Q2 		$962K Buy
2,479
+405
+20% +$135K 0.28% 103
2025
Q1 		$684K Hold
2,074
– – 0.21% 113
2024
Q4 		$752K Sell
2,074
-5
-0.2% -$1.94K 0.24% 104
2024
Q3 		$813K Sell
2,079
-60
-3% -$20.7K 0.25% 102
2024
Q2 		$713K Sell
2,139
-30
-1% -$10.4K 0.24% 101
2024
Q1 		$795K Buy
2,169
+65
+3% +$20.8K 0.28% 97
2023
Q4 		$622K Sell
2,104
-33
-2% -$8.56K 0.23% 107
2023
Q3 		$583K Hold
2,137
– – 0.23% 110
2023
Q2 		$526K Buy
2,137
+201
+10% +$44.8K 0.19% 124
2023
Q1 		$443K Sell
1,936
-15
-0.8% -$3.63K 0.19% 124
2022
Q4 		$467K Hold
1,951
– – 0.21% 117
2022
Q3 		$320K Buy
1,951
+51
+3% +$9.32K 0.16% 129
2022
Q2 		$340K Buy
1,900
+1
+0.1% +$211 0.16% 135
2022
Q1 		$423K Buy
1,899
+142
+8% +$29.8K 0.17% 123
2021
Q4 		$363K Buy
+1,757
New +$354K 0.16% 130

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

MSH Capital Advisors's CAT Position: Q2 2026 in Review

MSH Capital Advisors reduced its Caterpillar (CAT) stake by 4.6% in Q2 2026, selling an estimated $136K and leaving 3,219 shares worth $3.43M. The position accounts for 0.6% of the portfolio, ranked #46.

MSH Capital Advisors first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • MSH Capital Advisors held 3,219 shares of Caterpillar worth $3.43M as of Q2 2026.
  • MSH Capital Advisors sold 155 Caterpillar shares in Q2 2026, an estimated $136K.
  • Caterpillar made up 0.6% of MSH Capital Advisors's portfolio in Q2 2026, its #46 holding.
  • MSH Capital Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.