WF
CAT icon

Wayfinding Financial’s Caterpillar CAT Stock Holding History

Wayfinding Financial’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 		$2.28M Sell
2,141
-82
-4% -$72K 0.86% 27
2026
Q1 		$1.57M Buy
2,223
+28
+1% +$19.4K 0.68% 32
2025
Q4 		$1.26M Sell
2,195
-95
-4% -$52.8K 0.53% 41
2025
Q3 		$1.09M Sell
2,290
-2
-0.1% -$854 0.47% 46
2025
Q2 		$994K Sell
2,292
-11
-0.5% -$3.67K 0.44% 46
2025
Q1 		$759K Sell
2,303
-15
-0.6% -$5.34K 0.33% 54
2024
Q4 		$840K Buy
+2,318
New +$899K 0.45% 44
2024
Q3 		– Sell
-2,222
Closed -$740K – 51
2024
Q2 		$740K Sell
2,222
-425
-16% -$147K 0.42% 48
2024
Q1 		$911K Sell
2,647
-19
-0.7% -$6.07K 0.53% 42
2023
Q4 		$788K Sell
2,666
-35
-1% -$9.08K 0.54% 40
2023
Q3 		$733K Buy
2,701
+16
+0.6% +$4.34K 0.55% 36
2023
Q2 		$699K Buy
2,685
+73
+3% +$16.3K 0.49% 39
2023
Q1 		$597K Buy
2,612
+334
+15% +$80.7K 0.45% 43
2022
Q4 		$483K Sell
2,278
-185
-8% -$40.3K 0.39% 47
2022
Q3 		$404K Buy
2,463
+36
+1% +$6.58K 0.38% 42
2022
Q2 		$433K Sell
2,427
-21
-0.9% -$4.42K 0.38% 46
2022
Q1 		$525K Buy
2,448
+170
+7% +$35.7K 0.44% 40
2021
Q4 		$483K Buy
+2,278
New +$459K 0.39% 47

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

Wayfinding Financial's CAT Position: Q2 2026 in Review

Wayfinding Financial reduced its Caterpillar (CAT) stake by 3.7% in Q2 2026, selling an estimated $72K and leaving 2,141 shares worth $2.28M. The position accounts for 0.86% of the portfolio, ranked #27.

Wayfinding Financial first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wayfinding Financial held 2,141 shares of Caterpillar worth $2.28M as of Q2 2026.
  • Wayfinding Financial sold 82 Caterpillar shares in Q2 2026, an estimated $72K.
  • Caterpillar made up 0.86% of Wayfinding Financial's portfolio in Q2 2026, its #27 holding.
  • Wayfinding Financial first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.