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

Handelsbanken Fonder

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

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return