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Ferguson Wellman Capital Management’s Caterpillar CAT Stock Holding History

Ferguson Wellman Capital Management’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 		$21.5M Buy
20,146
+174
+0.9% +$153K 0.26% 77
2026
Q1 		$14.1M Sell
19,972
-646
-3% -$447K 0.19% 88
2025
Q4 		$11.8M Sell
20,618
-329
-2% -$183K 0.19% 73
2025
Q3 		$9.99M Buy
20,947
+281
+1% +$120K 0.16% 76
2025
Q2 		$8.02M Sell
20,666
-938
-4% -$313K 0.14% 81
2025
Q1 		$7.12M Sell
21,604
-526
-2% -$187K 0.14% 85
2024
Q4 		$8.03M Sell
22,130
-218
-1% -$84.5K 0.15% 83
2024
Q3 		$8.74M Sell
22,348
-222
-1% -$76.7K 0.17% 82
2024
Q2 		$7.52M Sell
22,570
-2,135
-9% -$740K 0.15% 83
2024
Q1 		$9.05M Sell
24,705
-3,994
-14% -$1.28M 0.18% 78
2023
Q4 		$8.49M Buy
28,699
+443
+2% +$115K 0.19% 80
2023
Q3 		$7.71M Buy
28,256
+302
+1% +$81.9K 0.19% 84
2023
Q2 		$6.88M Sell
27,954
-801
-3% -$179K 0.16% 89
2023
Q1 		$6.58M Sell
28,755
-590
-2% -$143K 0.17% 89
2022
Q4 		$7.03M Buy
29,345
+1,744
+6% +$380K 0.18% 89
2022
Q3 		$4.53M Sell
27,601
-95
-0.3% -$17.4K 0.18% 78
2022
Q2 		$4.95M Sell
27,696
-1,628
-6% -$343K 0.18% 84
2022
Q1 		$6.53M Buy
29,324
+3,121
+12% +$655K 0.21% 79
2021
Q4 		$5.42M Sell
26,203
-415
-2% -$83.6K 0.16% 84
2021
Q3 		$5.11M Sell
26,618
-50
-0.2% -$10.4K 0.16% 82
2021
Q2 		$5.8M Sell
26,668
-529
-2% -$122K 0.19% 81
2021
Q1 		$6.31M Sell
27,197
-1,890
-6% -$391K 0.22% 77
2020
Q4 		$5.29M Sell
29,087
-1,544
-5% -$262K 0.13% 128
2020
Q3 		$4.57M Sell
30,631
-790
-3% -$111K 0.13% 128
2020
Q2 		$3.98M Sell
31,421
-410
-1% -$48.6K 0.12% 125
2020
Q1 		$3.69M Sell
31,831
-1,280
-4% -$163K 0.14% 126
2019
Q4 		$4.89M Sell
33,111
-269
-0.8% -$37.5K 0.14% 124
2019
Q3 		$4.22M Sell
33,380
-915
-3% -$116K 0.13% 122
2019
Q2 		$4.67M Sell
34,295
-918
-3% -$121K 0.16% 115
2019
Q1 		$4.77M Sell
35,213
-323
-0.9% -$42.9K 0.16% 117
2018
Q4 		$4.52M Sell
35,536
-2,603
-7% -$339K 0.17% 117
2018
Q3 		$5.82M Sell
38,139
-325
-0.8% -$46K 0.19% 111
2018
Q2 		$5.22M Buy
38,464
+210
+0.5% +$31.4K 0.18% 118
2018
Q1 		$5.64M Buy
38,254
+106
+0.3% +$16.7K 0.2% 122
2017
Q4 		$6.01M Sell
38,148
-325
-0.8% -$45.1K 0.21% 119
2017
Q3 		$4.8M Buy
38,473
+400
+1% +$46.1K 0.17% 126
2017
Q2 		$4.09M Sell
38,073
-855
-2% -$86.9K 0.15% 127
2017
Q1 		$3.61M Sell
38,928
-1,489
-4% -$141K 0.14% 131
2016
Q4 		$3.75M Buy
40,417
+476
+1% +$43.1K 0.15% 127
2016
Q3 		$3.55M Sell
39,941
-1,332
-3% -$109K 0.15% 120
2016
Q2 		$3.13M Sell
41,273
-405
-1% -$30.3K 0.13% 130
2016
Q1 		$3.19M Sell
41,678
-650
-2% -$43.6K 0.14% 126
2015
Q4 		$2.88M Sell
42,328
-2,730
-6% -$191K 0.12% 143
2015
Q3 		$2.94M Sell
45,058
-975
-2% -$74.6K 0.13% 139
2015
Q2 		$3.9M Sell
46,033
-1,450
-3% -$125K 0.16% 136
2015
Q1 		$3.8M Sell
47,483
-144,394
-75% -$12M 0.16% 138
2014
Q4 		$17.6M Sell
191,877
-15,190
-7% -$1.48M 0.71% 52
2014
Q3 		$20.5M Buy
207,067
+7,480
+4% +$793K 0.87% 44
2014
Q2 		$21.7M Buy
199,587
+111,164
+126% +$11.7M 0.92% 41
2014
Q1 		$8.79M Buy
88,423
+5,221
+6% +$492K 0.39% 75
2013
Q4 		$7.56M Buy
83,202
+943
+1% +$80.5K 0.34% 80
2013
Q3 		$6.86M Buy
82,259
+33,463
+69% +$2.83M 0.34% 84
2013
Q2 		$4.03M Buy
+48,796
New +$4.15M 0.31% 69

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ferguson Wellman Capital Management's CAT Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Caterpillar (CAT) stake by 0.87% in Q2 2026, buying an estimated $153K and bringing the position to 20,146 shares worth $21.5M. The position accounts for 0.26% of the portfolio, ranked #77.

Ferguson Wellman Capital Management first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.7M in Q2 2014. 1,417 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ferguson Wellman Capital Management held 20,146 shares of Caterpillar worth $21.5M as of Q2 2026.
  • Ferguson Wellman Capital Management bought 174 Caterpillar shares in Q2 2026, an estimated $153K.
  • Caterpillar made up 0.26% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #77 holding.
  • Ferguson Wellman Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's Caterpillar position peaked at $21.7M in Q2 2014.
  • 1,417 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.