MW ADVISORY, LLC’s Caterpillar CAT Stock Holding History

MW ADVISORY, LLC’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	$766K	Buy	+719	New	+$632K	0.31%	53

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MW ADVISORY, LLC's CAT Position: Q2 2026 in Review

MW ADVISORY, LLC opened a new position in Caterpillar (CAT) in Q2 2026: 719 shares worth $766K. The stake represents 0.31% of the portfolio and ranks #53 among its holdings.

2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

MW ADVISORY, LLC held 719 shares of Caterpillar worth $766K as of Q2 2026.
Caterpillar was a new MW ADVISORY, LLC position in Q2 2026.
Caterpillar made up 0.31% of MW ADVISORY, LLC's portfolio in Q2 2026, its #53 holding.
2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on MW ADVISORY, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.