WCM
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Warburton Capital Management’s Caterpillar CAT Stock Holding History

Warburton Capital 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 		$356K Buy
335
+13
+4% +$11.4K 0.14% 41
2026
Q1 		$253K Buy
+322
New +$223K 0.12% 54

Other funds holding CAT

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State Street
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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

Warburton Capital Management's CAT Position: Q2 2026 in Review

Warburton Capital Management increased its Caterpillar (CAT) stake by 4% in Q2 2026, buying an estimated $11.4K and bringing the position to 335 shares worth $356K. The position accounts for 0.14% of the portfolio, ranked #41.

Warburton Capital Management first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Warburton Capital Management held 335 shares of Caterpillar worth $356K as of Q2 2026.
  • Warburton Capital Management bought 13 Caterpillar shares in Q2 2026, an estimated $11.4K.
  • Caterpillar made up 0.14% of Warburton Capital Management's portfolio in Q2 2026, its #41 holding.
  • Warburton Capital Management first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.