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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

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

William Mack & Associates's CAT Position: Q2 2026 in Review

William Mack & Associates opened a new position in Caterpillar (CAT) in Q2 2026: 391 shares worth $416K. The stake represents 0.15% of the portfolio and ranks #62 among its holdings.

4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • William Mack & Associates held 391 shares of Caterpillar worth $416K as of Q2 2026.
  • Caterpillar was a new William Mack & Associates position in Q2 2026.
  • Caterpillar made up 0.15% of William Mack & Associates's portfolio in Q2 2026, its #62 holding.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.