Pettyjohn Wood & White’s Caterpillar CAT Stock Holding History

Pettyjohn Wood & White’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	$1.84M	Buy	1,727 +31	+2%	+$27.2K	0.27%	72
2026 Q1	$1.2M	Sell	1,696 -50	-3%	-$34.6K	0.19%	87
2025 Q4	$1M	Buy	1,746 +593	+51%	+$330K	0.16%	96
2025 Q3	$550K	Buy	1,153 +88	+8%	+$37.6K	0.09%	126
2025 Q2	$413K	Hold	1,065	–	–	0.07%	139
2025 Q1	$351K	Sell	1,065 -500	-32%	-$178K	0.07%	145
2024 Q4	$568K	Buy	1,565 +500	+47%	+$194K	0.1%	119
2024 Q3	$417K	Hold	1,065	–	–	0.08%	139
2024 Q2	$355K	Hold	1,065	–	–	0.07%	148
2024 Q1	$390K	Hold	1,065	–	–	0.08%	139
2023 Q4	$315K	Sell	1,065 -22	-2%	-$5.71K	0.07%	154
2023 Q3	$297K	Buy	1,087 +22	+2%	+$5.97K	0.07%	150
2023 Q2	$262K	Buy	1,065 +100	+10%	+$22.3K	0.06%	158
2023 Q1	$221K	Hold	965	–	–	0.05%	164
2022 Q4	$231K	Buy	+965	New	+$210K	0.06%	160
2022 Q2	–	Sell	-965	Closed	-$215K	–	165
2022 Q1	$215K	Buy	+965	New	+$202K	0.05%	155

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Pettyjohn Wood & White's CAT Position: Q2 2026 in Review

Pettyjohn Wood & White increased its Caterpillar (CAT) stake by 1.8% in Q2 2026, buying an estimated $27.2K and bringing the position to 1,727 shares worth $1.84M. The position accounts for 0.27% of the portfolio, ranked #72.

Pettyjohn Wood & White first reported a position in CAT in Q1 2022 and has held it in 16 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Pettyjohn Wood & White held 1,727 shares of Caterpillar worth $1.84M as of Q2 2026.
Pettyjohn Wood & White bought 31 Caterpillar shares in Q2 2026, an estimated $27.2K.
Caterpillar made up 0.27% of Pettyjohn Wood & White's portfolio in Q2 2026, its #72 holding.
Pettyjohn Wood & White first reported a position in Caterpillar in Q1 2022 and has held it in 16 quarters since.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.