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 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%	-$99.5K	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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

W Advisors LLC's CAT Position: Q2 2026 in Review

W Advisors LLC reduced its Caterpillar (CAT) stake by 21% in Q2 2026, selling an estimated $397K and leaving 1,661 shares worth $1.77M. The position accounts for 0.8% of the portfolio, ranked #31.

W Advisors LLC first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,960 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

W Advisors LLC held 1,661 shares of Caterpillar worth $1.77M as of Q2 2026.
W Advisors LLC sold 452 Caterpillar shares in Q2 2026, an estimated $397K.
Caterpillar made up 0.8% of W Advisors LLC's portfolio in Q2 2026, its #31 holding.
W Advisors LLC first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
1,960 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.