William Mack & Associates’s Caterpillar CAT Stock Holding History

William Mack & Associates’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	$416K	Buy	+391	New	+$343K	0.15%	62

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

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

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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return