MOKAN Wealth Management Inc. CAT — CATERPILLAR INC

Ownership history in MOKAN Wealth Management Inc.  ·  4 quarters on record

AI Ownership Summary

MOKAN Wealth Management Inc. reported CATERPILLAR INC (CAT) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 1.8% in 2026 Q2. The latest visible filing shows CAT at 1.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOKAN Wealth Management Inc.'s position in CATERPILLAR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CAT was reported at 1.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.8% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CAT stock page MOKAN Wealth Management Inc. fund profile MOKAN Wealth Management Inc. full holdings
How MOKAN Wealth Management Inc. held CAT — position size vs. price
% of Fund (quarterly)    CAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 4,406 +120 +2.8% 1.80% $4.7M 2026-07-28 $840.85
2026 Q1 ADDED — — — 4,286 +3,792 +767.6% 1.34% $3.0M 2026-05-01 $888.02
2025 Q4 ADDED — — — 494 +23 +4.9% 0.13% $283K 2026-01-26 $633.54
2025 Q3 INITIATED — — — 471 — — 0.11% $225K 2025-10-30 $579.61

🏢 Other funds also holding CAT

As of 2026 Q2 — sorted by position size

McLaughlin Asset Management, Inc. 12.24% Westchester Capital Management, Inc. 3Y 7Y 10.7% STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 3Y 7Y 10.57% Community Bank of Raymore 3Y 7Y 10.54% Atwater Malick LLC 3Y 7Y 8.78% Bridgelight Financial Advisors, Inc. 8.06% Bollard Group LLC 3Y 7Y 7.59% Gouws Capital LLC 3Y 7.46% Aull & Monroe Investment Management Corp 3Y 7Y 7.22% Independent Wealth Network Inc. 3Y 7.18%

FAQ About MOKAN Wealth Management Inc. and CAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOKAN Wealth Management Inc. reported owning CAT?

MOKAN Wealth Management Inc. reported CAT across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported CAT position in MOKAN Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for CAT was 1.80% in 2026 Q2.

What is the latest reported CAT position on this page?

The most recent filing on this page is 2026 Q2, when MOKAN Wealth Management Inc. reported 4,406 shares, equal to 1.80% of portfolio, with an estimated market value of $4.7M.

What does the chart on this CAT ownership page compare?

The chart compares MOKAN Wealth Management Inc.'s quarterly CAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MOKAN Wealth Management Inc. time their CAT position?

Based on 13F filing dates vs. subsequent CAT price moves, MOKAN Wealth Management Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on CAT relative to SPY over the holding period was +45.4%.

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