W Advisors LLC
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W Advisors LLC’s Caterpillar CAT Stock Holding History

W Advisors LLC’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
Q3 		$1.36M Buy
1,674
+13
+0.8% +$11K 0.59% 38
2026
Q2 		$1.77M Sell
1,661
-452
-21% -$397K 0.8% 31
2026
Q1 		$1.5M Buy
2,113
+1
+0% +$693 0.77% 35
2025
Q4 		$1.21M Buy
2,112
+5
+0.2% +$2.78K 0.61% 41
2025
Q3 		$1.01M Buy
2,107
+6
+0.3% +$2.56K 0.53% 42
2025
Q2 		$816K Sell
2,101
-62
-3% -$20.7K 0.47% 50
2025
Q1 		$713K Buy
2,163
+36
+2% +$12.8K 0.45% 57
2024
Q4 		$772K Buy
2,127
+36
+2% +$14K 0.48% 48
2024
Q3 		$818K Buy
2,091
+34
+2% +$11.7K 0.5% 47
2024
Q2 		$685K Sell
2,057
-287
-12% -$100K 0.45% 51
2024
Q1 		$859K Hold
2,344
– – 0.59% 44
2023
Q4 		$693K Buy
2,344
+47
+2% +$12.2K 0.51% 45
2023
Q3 		$627K Buy
2,297
+53
+2% +$14.4K 0.52% 48
2023
Q2 		$552K Hold
2,244
– – 0.43% 53
2023
Q1 		$514K Sell
2,244
-38
-2% -$9.19K 0.42% 59
2022
Q4 		$547K Sell
2,282
-266
-10% -$57.9K 0.46% 57
2022
Q3 		$419K Sell
2,548
-3
-0.1% -$548 0.39% 63
2022
Q2 		$456K Buy
2,551
+14
+0.6% +$2.95K 0.39% 62
2022
Q1 		$566K Buy
2,537
+203
+9% +$42.6K 0.43% 60
2021
Q4 		$482K Buy
+2,334
New +$470K 0.36% 64

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

W Advisors LLC's CAT Position: Q3 2026 in Review

W Advisors LLC increased its Caterpillar (CAT) stake by 0.78% in Q3 2026, buying an estimated $11K and bringing the position to 1,674 shares worth $1.36M. The position accounts for 0.59% of the portfolio, ranked #38.

W Advisors LLC first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.77M in Q2 2026. 3,314 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • W Advisors LLC held 1,674 shares of Caterpillar worth $1.36M as of Q3 2026.
  • W Advisors LLC bought 13 Caterpillar shares in Q3 2026, an estimated $11K.
  • Caterpillar made up 0.59% of W Advisors LLC's portfolio in Q3 2026, its #38 holding.
  • W Advisors LLC first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
  • W Advisors LLC's Caterpillar position peaked at $1.77M in Q2 2026.
  • 3,314 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.