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Washburn Capital Management’s Caterpillar CAT Stock Holding History

Washburn 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 		$2.64M Sell
2,476
-46
-2% -$40.4K 1.3% 17
2026
Q1 		$1.79M Buy
2,522
+25
+1% +$17.3K 1.04% 18
2025
Q4 		$1.43M Sell
2,497
-34
-1% -$18.9K 0.79% 22
2025
Q3 		$1.21M Sell
2,531
-161
-6% -$68.7K 0.67% 24
2025
Q2 		$1.05M Sell
2,692
-232
-8% -$77.3K 0.61% 24
2025
Q1 		$964K Buy
2,924
+25
+0.9% +$8.9K 0.63% 23
2024
Q4 		$1.05M Buy
2,899
+137
+5% +$53.1K 0.65% 20
2024
Q3 		$1.08M Sell
2,762
-270
-9% -$93.2K 0.77% 20
2024
Q2 		$1.01M Sell
3,032
-105
-3% -$36.4K 0.72% 19
2024
Q1 		$1.15M Buy
3,137
+372
+13% +$119K 0.85% 19
2023
Q4 		$818K Buy
2,765
+75
+3% +$19.5K 0.61% 22
2023
Q3 		$734K Buy
2,690
+915
+52% +$248K 0.62% 26
2023
Q2 		$437K Sell
1,775
-170
-9% -$37.9K 0.36% 36
2023
Q1 		$445K Buy
+1,945
New +$470K 0.38% 41

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Washburn Capital Management reduced its Caterpillar (CAT) stake by 1.8% in Q2 2026, selling an estimated $40.4K and leaving 2,476 shares worth $2.64M. The position accounts for 1.3% of the portfolio, ranked #17.

Washburn Capital Management first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 1,506 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Washburn Capital Management held 2,476 shares of Caterpillar worth $2.64M as of Q2 2026.
  • Washburn Capital Management sold 46 Caterpillar shares in Q2 2026, an estimated $40.4K.
  • Caterpillar made up 1.3% of Washburn Capital Management's portfolio in Q2 2026, its #17 holding.
  • Washburn Capital Management first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Washburn Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.