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Godshalk Welsh Capital Management’s Caterpillar CAT Stock Holding History

Godshalk Welsh 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 		$213K Buy
+200
New +$176K 0.11% 135
2015
Q1 		– Sell
-600
Closed -$55K – 151
2014
Q4 		$55K Buy
+600
New +$58.4K 0.05% 203

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

Godshalk Welsh Capital Management's CAT Position: Q2 2026 in Review

Godshalk Welsh Capital Management opened a new position in Caterpillar (CAT) in Q2 2026: 200 shares worth $213K. The stake represents 0.11% of the portfolio and ranks #135 among its holdings. This is a return to the name: Godshalk Welsh Capital Management previously reported a position in CAT as recently as Q4 2014.

Godshalk Welsh Capital Management first reported a position in CAT in Q4 2014 and has held it in 2 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Godshalk Welsh Capital Management held 200 shares of Caterpillar worth $213K as of Q2 2026.
  • Caterpillar was a new Godshalk Welsh Capital Management position in Q2 2026.
  • Caterpillar made up 0.11% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #135 holding.
  • Godshalk Welsh Capital Management first reported a position in Caterpillar in Q4 2014 and has held it in 2 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.