CWC Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$301K Sell
283
-29
-9% -$25.5K 0.13% 126
2026
Q1
$221K Buy
+312
New +$216K 0.11% 142

Other funds holding CAT

CWC Advisors's CAT Position: Q2 2026 in Review

CWC Advisors reduced its Caterpillar (CAT) stake by 9.3% in Q2 2026, selling an estimated $25.5K and leaving 283 shares worth $301K. The position accounts for 0.13% of the portfolio, ranked #126.

CWC Advisors first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 927 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • CWC Advisors held 283 shares of Caterpillar worth $301K as of Q2 2026.
  • CWC Advisors sold 29 Caterpillar shares in Q2 2026, an estimated $25.5K.
  • Caterpillar made up 0.13% of CWC Advisors's portfolio in Q2 2026, its #126 holding.
  • CWC Advisors first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 927 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.