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Warther Private Wealth’s Caterpillar CAT Stock Holding History

Warther Private Wealth’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 		$1.07M Hold
1,001
– – 0.23% 34
2026
Q1 		$709K Sell
1,001
-741
-43% -$513K 0.17% 31
2025
Q4 		$998K Buy
1,742
+685
+65% +$381K 0.24% 29
2025
Q3 		$504K Sell
1,057
-209
-17% -$89.2K 0.12% 32
2025
Q2 		$492K Sell
1,266
-377
-23% -$126K 0.13% 41
2025
Q1 		$542K Buy
1,643
+313
+24% +$111K 0.18% 38
2024
Q4 		$483K Buy
1,330
+9
+0.7% +$3.49K 0.16% 46
2024
Q3 		$517K Sell
1,321
-61
-4% -$21.1K 0.18% 47
2024
Q2 		$460K Buy
+1,382
New +$479K 0.18% 49
2022
Q3 		– Sell
-1,829
Closed -$326K – 88
2022
Q2 		$326K Sell
1,829
-443
-19% -$93.4K 0.24% 84
2022
Q1 		$499K Buy
2,272
+737
+48% +$155K 0.33% 75
2021
Q4 		$318K Buy
+1,535
New +$309K 0.24% 92

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Warther Private Wealth's CAT Position: Q2 2026 in Review

Warther Private Wealth held its Caterpillar (CAT) position steady in Q2 2026 at 1,001 shares worth $1.07M. The position accounts for 0.23% of the portfolio, ranked #34.

Warther Private Wealth first reported a position in CAT in Q4 2021 and has held it in 12 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Warther Private Wealth held 1,001 shares of Caterpillar worth $1.07M as of Q2 2026.
  • Warther Private Wealth left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.23% of Warther Private Wealth's portfolio in Q2 2026, its #34 holding.
  • Warther Private Wealth first reported a position in Caterpillar in Q4 2021 and has held it in 12 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Warther Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.