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Annis Gardner Whiting Capital Advisors’s Caterpillar CAT Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$1.71M Sell
1,609
-68
-4% -$59.7K 0.26% 61
2026
Q1 		$1.19M Buy
1,677
+225
+15% +$156K 0.19% 93
2025
Q4 		$832K Buy
1,452
+703
+94% +$391K 0.16% 121
2025
Q3 		$358K Sell
749
-92
-11% -$39.3K 0.07% 212
2025
Q2 		$327K Buy
841
+110
+15% +$36.7K 0.11% 161
2025
Q1 		$241K Sell
731
-15
-2% -$5.34K 0.1% 170
2024
Q4 		$271K Buy
746
+17
+2% +$6.59K 0.08% 187
2024
Q3 		$285K Sell
729
-268
-27% -$92.6K 0.08% 184
2024
Q2 		$332K Sell
997
-30
-3% -$10.4K 0.09% 173
2024
Q1 		$376K Buy
1,027
+310
+43% +$99.1K 0.13% 122
2023
Q4 		$212K Buy
717
+9
+1% +$2.33K 0.09% 146
2023
Q3 		$193K Buy
+708
New +$192K 0.1% 139

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's CAT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Caterpillar (CAT) stake by 4.1% in Q2 2026, selling an estimated $59.7K and leaving 1,609 shares worth $1.71M. The position accounts for 0.26% of the portfolio, ranked #61.

Annis Gardner Whiting Capital Advisors first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 1,609 shares of Caterpillar worth $1.71M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors sold 68 Caterpillar shares in Q2 2026, an estimated $59.7K.
  • Caterpillar made up 0.26% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #61 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.