WPC
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Waters Parkerson & Co’s Caterpillar CAT Stock Holding History

Waters Parkerson & Co’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 		$1.53M Sell
1,438
-50
-3% -$43.9K 0.08% 88
2026
Q1 		$1.05M Hold
1,488
– – 0.05% 99
2025
Q4 		$852K Buy
1,488
+295
+25% +$164K 0.04% 108
2025
Q3 		$569K Sell
1,193
-55
-4% -$23.5K 0.03% 126
2025
Q2 		$484K Sell
1,248
-50
-4% -$16.7K 0.02% 134
2025
Q1 		$428K Sell
1,298
-21
-2% -$7.48K 0.02% 139
2024
Q4 		$478K Hold
1,319
– – 0.03% 136
2024
Q3 		$516K Buy
1,319
+21
+2% +$7.25K 0.03% 132
2024
Q2 		$432K Sell
1,298
-60
-4% -$20.8K 0.02% 131
2024
Q1 		$498K Buy
1,358
+49
+4% +$15.7K 0.03% 125
2023
Q4 		$387K Sell
1,309
-89
-6% -$23.1K 0.02% 129
2023
Q3 		$382K Sell
1,398
-165
-11% -$44.8K 0.02% 126
2023
Q2 		$385K Hold
1,563
– – 0.02% 132
2023
Q1 		$358K Sell
1,563
-50
-3% -$12.1K 0.02% 133
2022
Q4 		$386K Sell
1,613
-100
-6% -$21.8K 0.02% 129
2022
Q3 		$281K Hold
1,713
– – 0.02% 143
2022
Q2 		$306K Buy
1,713
+418
+32% +$88.1K 0.02% 136
2022
Q1 		$289K Sell
1,295
-93
-7% -$19.5K 0.02% 149
2021
Q4 		$287K Buy
1,388
+44
+3% +$8.86K 0.02% 153
2021
Q3 		$258K Hold
1,344
– – 0.01% 160
2021
Q2 		$292K Sell
1,344
-100
-7% -$23.1K 0.02% 153
2021
Q1 		$335K Sell
1,444
-50
-3% -$10.4K 0.02% 144
2020
Q4 		$272K Buy
1,494
+46
+3% +$7.8K 0.02% 152
2020
Q3 		$216K Buy
+1,448
New +$203K 0.02% 155
2020
Q1 		– Sell
-1,448
Closed -$214K – 148
2019
Q4 		$214K Buy
+1,448
New +$202K 0.02% 156
2019
Q3 		– Sell
-1,475
Closed -$201K – 159
2019
Q2 		$201K Buy
+1,475
New +$195K 0.02% 157
2018
Q4 		– Sell
-1,525
Closed -$233K – 157
2018
Q3 		$233K Hold
1,525
– – 0.02% 158
2018
Q2 		$207K Hold
1,525
– – 0.02% 160
2018
Q1 		$225K Sell
1,525
-1,300
-46% -$205K 0.02% 158
2017
Q4 		$445K Sell
2,825
-200
-7% -$27.7K 0.04% 112
2017
Q3 		$377K Buy
3,025
+600
+25% +$69.1K 0.03% 122
2017
Q2 		$261K Sell
2,425
-50
-2% -$5.08K 0.02% 144
2017
Q1 		$230K Sell
2,475
-297
-11% -$28.1K 0.02% 152
2016
Q4 		$257K Sell
2,772
-150
-5% -$13.6K 0.03% 140
2016
Q3 		$259K Sell
2,922
-400
-12% -$32.7K 0.03% 138
2016
Q2 		$252K Sell
3,322
-153
-4% -$11.5K 0.03% 133
2016
Q1 		$266K Hold
3,475
– – 0.03% 129
2015
Q4 		$236K Buy
3,475
+400
+13% +$28K 0.03% 132
2015
Q3 		$201K Buy
3,075
+77
+3% +$5.89K 0.03% 122
2015
Q2 		$254K Buy
2,998
+45
+2% +$3.87K 0.03% 119
2015
Q1 		$236K Buy
+2,953
New +$245K 0.03% 126
2014
Q4 		– Sell
-2,500
Closed -$248K – 144
2014
Q3 		$248K Hold
2,500
– – 0.03% 124
2014
Q2 		$272K Hold
2,500
– – 0.03% 120
2014
Q1 		$248K Hold
2,500
– – 0.03% 121
2013
Q4 		$227K Hold
2,500
– – 0.03% 125
2013
Q3 		$209K Hold
2,500
– – 0.03% 125
2013
Q2 		$206K Buy
+2,500
New +$213K 0.03% 120

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waters Parkerson & Co's CAT Position: Q2 2026 in Review

Waters Parkerson & Co reduced its Caterpillar (CAT) stake by 3.4% in Q2 2026, selling an estimated $43.9K and leaving 1,438 shares worth $1.53M. The position accounts for 0.08% of the portfolio, ranked #88.

Waters Parkerson & Co first reported a position in CAT in Q2 2013 and has held it in 47 quarters since. 2,722 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Waters Parkerson & Co held 1,438 shares of Caterpillar worth $1.53M as of Q2 2026.
  • Waters Parkerson & Co sold 50 Caterpillar shares in Q2 2026, an estimated $43.9K.
  • Caterpillar made up 0.08% of Waters Parkerson & Co's portfolio in Q2 2026, its #88 holding.
  • Waters Parkerson & Co first reported a position in Caterpillar in Q2 2013 and has held it in 47 quarters since.
  • 2,722 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.