WIM
CAT icon

Warwick Investment Management’s Caterpillar CAT Stock Holding History

Warwick Investment 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 		$1.41M Buy
1,323
+44
+3% +$38.7K 0.16% 55
2026
Q1 		$906K Buy
1,279
+32
+3% +$22.2K 0.13% 63
2025
Q4 		$714K Buy
1,247
+12
+1% +$6.67K 0.11% 66
2025
Q3 		$589K Buy
1,235
+81
+7% +$34.6K 0.1% 69
2025
Q2 		$448K Sell
1,154
-13
-1% -$4.33K 0.09% 71
2025
Q1 		$385K Buy
1,167
+30
+3% +$10.7K 0.08% 72
2024
Q4 		$412K Buy
1,137
+2
+0.2% +$776 0.09% 61
2024
Q3 		$444K Buy
1,135
+22
+2% +$7.6K 0.11% 54
2024
Q2 		$371K Buy
1,113
+30
+3% +$10.4K 0.09% 68
2024
Q1 		$397K Buy
1,083
+164
+18% +$52.4K 0.1% 63
2023
Q4 		$272K Buy
919
+138
+18% +$35.8K 0.08% 65
2023
Q3 		$213K Buy
+781
New +$212K 0.08% 63

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

Warwick Investment Management's CAT Position: Q2 2026 in Review

Warwick Investment Management increased its Caterpillar (CAT) stake by 3.4% in Q2 2026, buying an estimated $38.7K and bringing the position to 1,323 shares worth $1.41M. The position accounts for 0.16% of the portfolio, ranked #55.

Warwick Investment Management first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Warwick Investment Management held 1,323 shares of Caterpillar worth $1.41M as of Q2 2026.
  • Warwick Investment Management bought 44 Caterpillar shares in Q2 2026, an estimated $38.7K.
  • Caterpillar made up 0.16% of Warwick Investment Management's portfolio in Q2 2026, its #55 holding.
  • Warwick Investment Management first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.