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GW Henssler & Associates’s Caterpillar CAT Stock Holding History

GW Henssler & Associates’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 		$873K Buy
820
+3
+0.4% +$2.63K 0.04% 119
2026
Q1 		$579K Buy
817
+50
+7% +$34.6K 0.03% 135
2025
Q4 		$439K Hold
767
– – 0.02% 143
2025
Q3 		$366K Sell
767
-100
-12% -$42.7K 0.02% 146
2025
Q2 		$337K Sell
867
-150
-15% -$50K 0.02% 141
2025
Q1 		$335K Buy
1,017
+115
+13% +$41K 0.02% 134
2024
Q4 		$353K Hold
902
– – 0.02% 127
2024
Q3 		$353K Buy
902
+5
+0.6% +$1.73K 0.02% 128
2024
Q2 		$299K Buy
897
+6
+0.7% +$2.08K 0.02% 125
2024
Q1 		$326K Hold
891
– – 0.02% 120
2023
Q4 		$263K Hold
891
– – 0.02% 132
2023
Q3 		$243K Buy
+891
New +$242K 0.02% 147
2018
Q1 		– Sell
-1,739
Closed -$274K – 132
2017
Q4 		$274K Buy
+1,739
New +$241K 0.03% 118
2016
Q4 		– Sell
-5,639
Closed -$501K – 143
2016
Q3 		$501K Buy
5,639
+579
+11% +$47.4K 0.06% 106
2016
Q2 		$384K Buy
5,060
+700
+16% +$52.4K 0.04% 114
2016
Q1 		$334K Hold
4,360
– – 0.04% 116
2015
Q4 		$296K Buy
+4,360
New +$305K 0.04% 129
2014
Q2 		– Sell
-3,117
Closed -$310K – 146
2014
Q1 		$310K Sell
3,117
-26,243
-89% -$2.47M 0.04% 132
2013
Q4 		$2.67M Buy
29,360
+431
+1% +$36.8K 0.31% 68
2013
Q3 		$2.41M Buy
28,929
+1,886
+7% +$160K 0.31% 65
2013
Q2 		$2.23M Buy
+27,043
New +$2.3M 0.31% 64

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

GW Henssler & Associates's CAT Position: Q2 2026 in Review

GW Henssler & Associates increased its Caterpillar (CAT) stake by 0.37% in Q2 2026, buying an estimated $2.63K and bringing the position to 820 shares worth $873K. The position accounts for 0.04% of the portfolio, ranked #119.

GW Henssler & Associates first reported a position in CAT in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.67M in Q4 2013. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • GW Henssler & Associates held 820 shares of Caterpillar worth $873K as of Q2 2026.
  • GW Henssler & Associates bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.04% of GW Henssler & Associates's portfolio in Q2 2026, its #119 holding.
  • GW Henssler & Associates first reported a position in Caterpillar in Q2 2013 and has held it in 21 quarters since.
  • GW Henssler & Associates's Caterpillar position peaked at $2.67M in Q4 2013.
  • 1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.