WA
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Waddell & Associates’s Caterpillar CAT Stock Holding History

Waddell & 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 		$1.68M Buy
1,579
+676
+75% +$594K 0.08% 79
2026
Q1 		$640K Buy
903
+217
+32% +$150K 0.04% 179
2025
Q4 		$393K Buy
+686
New +$381K 0.03% 217
2021
Q3 		– Sell
-1,707
Closed -$372 – 114
2021
Q2 		$372 Buy
+1,707
New +$394K 0.06% 79

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Waddell & Associates's CAT Position: Q2 2026 in Review

Waddell & Associates increased its Caterpillar (CAT) stake by 75% in Q2 2026, buying an estimated $594K and bringing the position to 1,579 shares worth $1.68M. The position accounts for 0.08% of the portfolio, ranked #79.

Waddell & Associates first reported a position in CAT in Q2 2021 and has held it in 4 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Waddell & Associates held 1,579 shares of Caterpillar worth $1.68M as of Q2 2026.
  • Waddell & Associates bought 676 Caterpillar shares in Q2 2026, an estimated $594K.
  • Caterpillar made up 0.08% of Waddell & Associates's portfolio in Q2 2026, its #79 holding.
  • Waddell & Associates first reported a position in Caterpillar in Q2 2021 and has held it in 4 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.