BEW
CAT icon

Burton Enright Welch’s Caterpillar CAT Stock Holding History

Burton Enright Welch’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 		$1.59M Sell
1,496
-176
-11% -$155K 0.19% 55
2026
Q1 		$1.18M Buy
1,672
+32
+2% +$22.2K 0.16% 57
2025
Q4 		$940K Buy
1,640
+66
+4% +$36.7K 0.13% 62
2025
Q3 		$751K Buy
1,574
+28
+2% +$12K 0.11% 69
2025
Q2 		$600K Buy
1,546
+111
+8% +$37K 0.1% 72
2025
Q1 		$473K Buy
1,435
+100
+7% +$35.6K 0.1% 71
2024
Q4 		$484K Hold
1,335
– – 0.1% 68
2024
Q3 		$522K Sell
1,335
-200
-13% -$69.1K 0.11% 63
2024
Q2 		$511K Hold
1,535
– – 0.12% 61
2024
Q1 		$562K Hold
1,535
– – 0.14% 55
2023
Q4 		$454K Buy
1,535
+3
+0.2% +$778 0.12% 60
2023
Q3 		$418K Hold
1,532
– – 0.13% 57
2023
Q2 		$377K Buy
1,532
+32
+2% +$7.13K 0.12% 55
2023
Q1 		$343K Hold
1,500
– – 0.13% 56
2022
Q4 		$359K Buy
1,500
+3
+0.2% +$653 0.15% 50
2022
Q3 		$246K Sell
1,497
-9
-0.6% -$1.64K 0.12% 52
2022
Q2 		$269K Sell
1,506
-40
-3% -$8.43K 0.16% 51
2022
Q1 		$344K Sell
1,546
-2
-0.1% -$419 0.19% 49
2021
Q4 		$320K Buy
+1,548
New +$312K 0.21% 49

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

Burton Enright Welch's CAT Position: Q2 2026 in Review

Burton Enright Welch reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $155K and leaving 1,496 shares worth $1.59M. The position accounts for 0.19% of the portfolio, ranked #55.

Burton Enright Welch first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,040 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Burton Enright Welch held 1,496 shares of Caterpillar worth $1.59M as of Q2 2026.
  • Burton Enright Welch sold 176 Caterpillar shares in Q2 2026, an estimated $155K.
  • Caterpillar made up 0.19% of Burton Enright Welch's portfolio in Q2 2026, its #55 holding.
  • Burton Enright Welch first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,040 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.