WC
CAT icon

Waterloo Capital’s Caterpillar CAT Stock Holding History

Waterloo Capital’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 		$3.39M Buy
3,179
+1,263
+66% +$1.11M 0.19% 113
2026
Q1 		$1.36M Sell
1,916
-70
-4% -$48.5K 0.1% 182
2025
Q4 		$1.14M Buy
1,986
+77
+4% +$42.8K 0.08% 192
2025
Q3 		$911K Buy
1,909
+561
+42% +$239K 0.07% 199
2025
Q2 		$523K Buy
1,348
+301
+29% +$100K 0.04% 264
2025
Q1 		$345K Buy
1,047
+415
+66% +$148K 0.03% 298
2024
Q4 		$229K Buy
+632
New +$245K 0.02% 330
2024
Q1 		– Sell
-1,202
Closed -$355K – 366
2023
Q4 		$355K Buy
+1,202
New +$312K 0.06% 261

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

Waterloo Capital's CAT Position: Q2 2026 in Review

Waterloo Capital increased its Caterpillar (CAT) stake by 66% in Q2 2026, buying an estimated $1.11M and bringing the position to 3,179 shares worth $3.39M. The position accounts for 0.19% of the portfolio, ranked #113.

Waterloo Capital first reported a position in CAT in Q4 2023 and has held it in 8 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Waterloo Capital held 3,179 shares of Caterpillar worth $3.39M as of Q2 2026.
  • Waterloo Capital bought 1,263 Caterpillar shares in Q2 2026, an estimated $1.11M.
  • Caterpillar made up 0.19% of Waterloo Capital's portfolio in Q2 2026, its #113 holding.
  • Waterloo Capital first reported a position in Caterpillar in Q4 2023 and has held it in 8 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.