WA
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Walsh & Associates’s Caterpillar CAT Stock Holding History

Walsh & 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 		$92.6K Sell
87
-1
-1% -$878 0.08% 91
2026
Q1 		$62.3K Buy
88
+1
+1% +$693 0.06% 101
2025
Q4 		$49.8K Buy
+87
New +$48.4K 0.05% 110

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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

Walsh & Associates reduced its Caterpillar (CAT) stake by 1.1% in Q2 2026, selling an estimated $878 and leaving 87 shares worth $92.6K. The position accounts for 0.08% of the portfolio, ranked #91.

Walsh & Associates first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,022 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Walsh & Associates held 87 shares of Caterpillar worth $92.6K as of Q2 2026.
  • Walsh & Associates sold 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.08% of Walsh & Associates's portfolio in Q2 2026, its #91 holding.
  • Walsh & Associates first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,022 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.