BPWM
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Badgley Phelps Wealth Managers’s Caterpillar CAT Stock Holding History

Badgley Phelps Wealth Managers’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 		$67.6M Buy
63,457
+2,861
+5% +$2.51M 1.18% 23
2026
Q1 		$42.9M Sell
60,596
-11,001
-15% -$7.62M 0.85% 30
2025
Q4 		$41M Buy
71,597
+2,680
+4% +$1.49M 0.75% 33
2025
Q3 		$32.9M Buy
68,917
+763
+1% +$326K 0.69% 38
2025
Q2 		$26.5M Buy
68,154
+622
+0.9% +$207K 0.59% 45
2025
Q1 		$22.3M Buy
67,532
+365
+0.5% +$130K 0.54% 50
2024
Q4 		$24.4M Buy
67,167
+500
+0.7% +$194K 0.57% 48
2024
Q3 		$26.1M Buy
66,667
+1,055
+2% +$364K 0.61% 49
2024
Q2 		$21.9M Sell
65,612
-14,532
-18% -$5.04M 0.54% 55
2024
Q1 		$29.4M Buy
80,144
+1,393
+2% +$445K 0.73% 38
2023
Q4 		$23.3M Buy
78,751
+6,634
+9% +$1.72M 0.63% 50
2023
Q3 		$19.7M Buy
72,117
+1,798
+3% +$488K 0.67% 47
2023
Q2 		$17.3M Buy
70,319
+1,223
+2% +$273K 0.57% 59
2023
Q1 		$15.8M Buy
69,096
+2,066
+3% +$499K 0.58% 62
2022
Q4 		$16.1M Buy
67,030
+1,571
+2% +$342K 0.64% 53
2022
Q3 		$10.7M Buy
65,459
+1,677
+3% +$306K 0.46% 72
2022
Q2 		$11.4M Buy
63,782
+2,133
+3% +$449K 0.47% 72
2022
Q1 		$13.7M Buy
61,649
+11,162
+22% +$2.34M 0.48% 73
2021
Q4 		$10.4M Sell
50,487
-14,603
-22% -$2.94M 0.34% 92
2021
Q3 		$12.5M Buy
+65,090
New +$13.6M 0.45% 79

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Badgley Phelps Wealth Managers's CAT Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Caterpillar (CAT) stake by 4.7% in Q2 2026, buying an estimated $2.51M and bringing the position to 63,457 shares worth $67.6M. The position accounts for 1.18% of the portfolio, ranked #23.

Badgley Phelps Wealth Managers first reported a position in CAT in Q3 2021 and has held it in 20 quarters since. 1,937 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Badgley Phelps Wealth Managers held 63,457 shares of Caterpillar worth $67.6M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 2,861 Caterpillar shares in Q2 2026, an estimated $2.51M.
  • Caterpillar made up 1.18% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #23 holding.
  • Badgley Phelps Wealth Managers first reported a position in Caterpillar in Q3 2021 and has held it in 20 quarters since.
  • 1,937 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.