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GWN Securities’s Caterpillar CAT Stock Holding History

GWN Securities’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 		$1.83M Sell
1,716
-66
-4% -$58K 0.31% 90
2026
Q1 		$1.26M Buy
1,782
+179
+11% +$124K 0.24% 108
2025
Q4 		$919K Buy
1,603
+71
+5% +$39.5K 0.19% 134
2025
Q3 		$738K Buy
1,532
+51
+3% +$21.8K 0.17% 149
2025
Q2 		$578K Sell
1,481
-18,374
-93% -$6.12M 0.11% 185
2025
Q1 		$6.87M Buy
19,855
+16,999
+595% +$6.06M 0.39% 57
2024
Q4 		$1.16M Buy
+2,856
New +$1.11M 0.31% 76

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

GWN Securities's CAT Position: Q2 2026 in Review

GWN Securities reduced its Caterpillar (CAT) stake by 3.7% in Q2 2026, selling an estimated $58K and leaving 1,716 shares worth $1.83M. The position accounts for 0.31% of the portfolio, ranked #90.

GWN Securities first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.87M in Q1 2025. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • GWN Securities held 1,716 shares of Caterpillar worth $1.83M as of Q2 2026.
  • GWN Securities sold 66 Caterpillar shares in Q2 2026, an estimated $58K.
  • Caterpillar made up 0.31% of GWN Securities's portfolio in Q2 2026, its #90 holding.
  • GWN Securities first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's Caterpillar position peaked at $6.87M in Q1 2025.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.