MMCM
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Murphy & Mullick Capital Management’s Caterpillar CAT Stock Holding History

Murphy & Mullick Capital 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
Q1 		$143K Buy
202
+2
+1% +$1.39K 0.11% 159
2025
Q4 		$115K Buy
200
+11
+6% +$6.11K 0.08% 193
2025
Q3 		$92.1K Hold
189
– – 0.07% 209
2025
Q2 		$81.9K Hold
189
– – 0.07% 207
2025
Q1 		$62.3K Buy
189
+25
+15% +$8.9K 0.06% 237
2024
Q4 		$59.5K Buy
+164
New +$63.6K 0.05% 239

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Murphy & Mullick Capital Management's CAT Position: Q1 2026 in Review

Murphy & Mullick Capital Management increased its Caterpillar (CAT) stake by 1% in Q1 2026, buying an estimated $1.39K and bringing the position to 202 shares worth $143K. The position accounts for 0.11% of the portfolio, ranked #159.

Murphy & Mullick Capital Management first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Murphy & Mullick Capital Management held 202 shares of Caterpillar worth $143K as of Q1 2026.
  • Murphy & Mullick Capital Management bought 2 Caterpillar shares in Q1 2026, an estimated $1.39K.
  • Caterpillar made up 0.11% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #159 holding.
  • Murphy & Mullick Capital Management first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.