MIM
CAT icon

MTM Investment Management’s Caterpillar CAT Stock Holding History

MTM Investment Management’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 		$267K Hold
251
– – 0.08% 185
2026
Q1 		$178K Hold
251
– – 0.06% 213
2025
Q4 		$144K Hold
251
– – 0.05% 229
2025
Q3 		$120K Hold
251
– – 0.04% 247
2025
Q2 		$97.4K Buy
+251
New +$83.7K 0.03% 267

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

MTM Investment Management's CAT Position: Q2 2026 in Review

MTM Investment Management held its Caterpillar (CAT) position steady in Q2 2026 at 251 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #185.

MTM Investment Management first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • MTM Investment Management held 251 shares of Caterpillar worth $267K as of Q2 2026.
  • MTM Investment Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.08% of MTM Investment Management's portfolio in Q2 2026, its #185 holding.
  • MTM Investment Management first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.