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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
Q2 		$216K Buy
203
+1
+0.5% +$878 0.13% 131
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 $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

Murphy & Mullick Capital Management's CAT Position: Q2 2026 in Review

Murphy & Mullick Capital Management increased its Caterpillar (CAT) stake by 0.5% in Q2 2026, buying an estimated $878 and bringing the position to 203 shares worth $216K. The position accounts for 0.13% of the portfolio, ranked #131.

Murphy & Mullick Capital Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Murphy & Mullick Capital Management held 203 shares of Caterpillar worth $216K as of Q2 2026.
  • Murphy & Mullick Capital Management bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.13% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #131 holding.
  • Murphy & Mullick Capital Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.