Waycross Partners’s Caterpillar CAT Stock Holding History

Waycross Partners’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	$1.65M	Sell	1,550 -200	-11%	-$176K	0.14%	31
2026 Q1	$1.24M	Sell	1,750 -600	-26%	-$416K	0.12%	32
2025 Q4	$1.35M	Sell	2,350 -350	-13%	-$195K	0.11%	52
2025 Q3	$1.29M	Hold	2,700	–	–	0.11%	54
2025 Q2	$1.05M	Hold	2,700	–	–	0.1%	53
2025 Q1	$890K	Hold	2,700	–	–	0.1%	48
2024 Q4	$979K	Hold	2,700	–	–	0.13%	48
2024 Q3	$1.06M	Hold	2,700	–	–	0.15%	49
2024 Q2	$899K	Hold	2,700	–	–	0.14%	56
2024 Q1	$989K	Hold	2,700	–	–	0.17%	55
2023 Q4	$798K	Hold	2,700	–	–	0.15%	63
2023 Q3	$737K	Hold	2,700	–	–	0.16%	65
2023 Q2	$664K	Hold	2,700	–	–	0.14%	71
2023 Q1	$618K	Hold	2,700	–	–	0.18%	69
2022 Q4	$647K	Sell	2,700 -10,643	-80%	-$2.32M	0.23%	66
2022 Q3	$2.19M	Sell	13,343 -12,577	-49%	-$2.3M	1.47%	25
2022 Q2	$4.63M	Sell	25,920 -37	-0.1%	-$7.8K	3.08%	5
2022 Q1	$5.78M	Buy	25,957 +13,673	+111%	+$2.87M	3.37%	6
2021 Q4	$2.54M	Buy	12,284 +402	+3%	+$80.9K	1.45%	26
2021 Q3	$2.28M	Sell	11,882 -327	-3%	-$68.1K	1.44%	25
2021 Q2	$2.66M	Sell	12,209 -818	-6%	-$189K	1.41%	26
2021 Q1	$3.02M	Sell	13,027 -2,845	-18%	-$589K	1.68%	22
2020 Q4	$2.89M	Buy	+15,872	New	+$2.69M	1.8%	18

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Waycross Partners's CAT Position: Q2 2026 in Review

Waycross Partners reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $176K and leaving 1,550 shares worth $1.65M. The position accounts for 0.14% of the portfolio, ranked #31.

Waycross Partners first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.78M in Q1 2022. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Waycross Partners held 1,550 shares of Caterpillar worth $1.65M as of Q2 2026.
Waycross Partners sold 200 Caterpillar shares in Q2 2026, an estimated $176K.
Caterpillar made up 0.14% of Waycross Partners's portfolio in Q2 2026, its #31 holding.
Waycross Partners first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
Waycross Partners's Caterpillar position peaked at $5.78M in Q1 2022.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Waycross Partners's 13F filing for Q2 2026, filed 11 Aug 2026.