Walker Asset Management’s Caterpillar CAT Stock Holding History

Walker Asset Management’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	$496K	Hold	466	–	–	0.25%	78
2026 Q1	$330K	Buy	466 +10	+2%	+$6.93K	0.18%	106
2025 Q4	$261K	Hold	456	–	–	0.14%	121
2025 Q3	$217K	Buy	+456	New	+$195K	0.12%	127

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Walker Asset Management's CAT Position: Q2 2026 in Review

Walker Asset Management held its Caterpillar (CAT) position steady in Q2 2026 at 466 shares worth $496K. The position accounts for 0.25% of the portfolio, ranked #78.

Walker Asset Management first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Walker Asset Management held 466 shares of Caterpillar worth $496K as of Q2 2026.
Walker Asset Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.25% of Walker Asset Management's portfolio in Q2 2026, its #78 holding.
Walker Asset Management first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.