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Mullaney, Keating & Wright’s Caterpillar CAT Stock Holding History

Mullaney, Keating & Wright’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 		$985K Hold
925
– – 0.48% 28
2026
Q1 		$655K Hold
925
– – 0.36% 33
2025
Q4 		$530K Hold
925
– – 0.28% 38
2025
Q3 		$441K Buy
925
+25
+3% +$10.7K 0.25% 43
2025
Q2 		$349K Hold
900
– – 0.23% 43
2025
Q1 		$297K Hold
900
– – 0.2% 46
2024
Q4 		$326K Hold
900
– – 0.22% 45
2024
Q3 		$352K Hold
900
– – 0.24% 44
2024
Q2 		$300K Buy
+900
New +$312K 0.23% 44

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

Mullaney, Keating & Wright's CAT Position: Q2 2026 in Review

Mullaney, Keating & Wright held its Caterpillar (CAT) position steady in Q2 2026 at 925 shares worth $985K. The position accounts for 0.48% of the portfolio, ranked #28.

Mullaney, Keating & Wright first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Mullaney, Keating & Wright held 925 shares of Caterpillar worth $985K as of Q2 2026.
  • Mullaney, Keating & Wright left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.48% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #28 holding.
  • Mullaney, Keating & Wright first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.