WCG Wealth Advisors’s Caterpillar CAT Stock Holding History

WCG Wealth Advisors’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	$13.6M	Sell	12,808 -63	-0.5%	-$55.3K	0.32%	80
2026 Q1	$9.12M	Sell	12,871 -509	-4%	-$353K	0.26%	98
2025 Q4	$7.67M	Buy	+13,380	New	+$7.44M	0.21%	106
2022 Q4	–	Sell	-2,518	Closed	-$460K	–	171
2022 Q3	$460K	Sell	2,518 -213	-8%	-$38.9K	0.06%	192
2022 Q2	$488K	Buy	+2,731	New	+$576K	0.07%	172

Other funds holding CAT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

WCG Wealth Advisors's CAT Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Caterpillar (CAT) stake by 0.49% in Q2 2026, selling an estimated $55.3K and leaving 12,808 shares worth $13.6M. The position accounts for 0.32% of the portfolio, ranked #80.

WCG Wealth Advisors first reported a position in CAT in Q2 2022 and has held it in 5 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

WCG Wealth Advisors held 12,808 shares of Caterpillar worth $13.6M as of Q2 2026.
WCG Wealth Advisors sold 63 Caterpillar shares in Q2 2026, an estimated $55.3K.
Caterpillar made up 0.32% of WCG Wealth Advisors's portfolio in Q2 2026, its #80 holding.
WCG Wealth Advisors first reported a position in Caterpillar in Q2 2022 and has held it in 5 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.