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Waypoint Wealth Counsel’s Caterpillar CAT Stock Holding History

Waypoint Wealth Counsel’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 		$912K Buy
856
+75
+10% +$65.9K 0.57% 26
2026
Q1 		$553K Sell
781
-151
-16% -$105K 0.29% 69
2025
Q4 		$534K Buy
932
+64
+7% +$35.6K 0.2% 96
2025
Q3 		$414K Buy
868
+16
+2% +$6.83K 0.16% 121
2025
Q2 		$331K Buy
852
+10
+1% +$3.33K 0.16% 102
2025
Q1 		$277K Sell
842
-63
-7% -$22.4K 0.17% 81
2024
Q4 		$328K Buy
905
+78
+9% +$30.3K 0.21% 63
2024
Q3 		$323K Sell
827
-18
-2% -$6.22K 0.22% 70
2024
Q2 		$281K Buy
845
+2
+0.2% +$693 0.22% 69
2024
Q1 		$309K Buy
843
+15
+2% +$4.79K 0.24% 70
2023
Q4 		$245K Sell
828
-156
-16% -$40.5K 0.21% 79
2023
Q3 		$269K Buy
984
+8
+0.8% +$2.17K 0.25% 65
2023
Q2 		$240K Sell
976
-3,360
-77% -$749K 0.21% 75
2023
Q1 		$992K Buy
4,336
+31
+0.7% +$7.49K 0.77% 31
2022
Q4 		$1.03M Buy
+4,305
New +$937K 0.83% 31

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

Waypoint Wealth Counsel's CAT Position: Q2 2026 in Review

Waypoint Wealth Counsel increased its Caterpillar (CAT) stake by 9.6% in Q2 2026, buying an estimated $65.9K and bringing the position to 856 shares worth $912K. The position accounts for 0.57% of the portfolio, ranked #26.

Waypoint Wealth Counsel first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q4 2022. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Waypoint Wealth Counsel held 856 shares of Caterpillar worth $912K as of Q2 2026.
  • Waypoint Wealth Counsel bought 75 Caterpillar shares in Q2 2026, an estimated $65.9K.
  • Caterpillar made up 0.57% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #26 holding.
  • Waypoint Wealth Counsel first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • Waypoint Wealth Counsel's Caterpillar position peaked at $1.03M in Q4 2022.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.