WI
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WBI Investments’s Caterpillar CAT Stock Holding History

WBI Investments’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
Q1 		– Sell
-412
Closed -$236K – 303
2025
Q4 		$236K Buy
+412
New +$229K 0.06% 287
2024
Q2 		– Sell
-3,029
Closed -$1.11M – 175
2024
Q1 		$1.11M Buy
+3,029
New +$968K 0.23% 98
2023
Q4 		– Sell
-8,554
Closed -$2.34M – 205
2023
Q3 		$2.34M Buy
8,554
+2,739
+47% +$743K 0.47% 62
2023
Q2 		$1.43M Buy
+5,815
New +$1.3M 0.26% 106
2019
Q3 		– Sell
-34,056
Closed -$4.64M – 215
2019
Q2 		$4.64M Buy
+34,056
New +$4.5M 0.41% 53
2018
Q1 		– Sell
-38,940
Closed -$6.14M – 201
2017
Q4 		$6.14M Sell
38,940
-15,142
-28% -$2.1M 0.28% 72
2017
Q3 		$6.75M Buy
+54,082
New +$6.23M 0.3% 68

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WBI Investments's CAT Position: Q1 2026 in Review

WBI Investments sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 412 shares — an estimated $236K sold.

WBI Investments first reported a position in CAT in Q3 2017 and held it in 7 quarters. The position peaked at $6.75M in Q3 2017. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • WBI Investments reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 412 Caterpillar shares in Q1 2026, an estimated $236K.
  • WBI Investments first reported a position in Caterpillar in Q3 2017 and held it in 7 quarters.
  • WBI Investments's Caterpillar position peaked at $6.75M in Q3 2017.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.