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WD Rutherford’s Caterpillar CAT Stock Holding History

WD Rutherford’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 		$5.43M Sell
5,102
-149
-3% -$131K 1.97% 17
2026
Q1 		$3.72M Sell
5,251
-681
-11% -$472K 1.65% 29
2025
Q4 		$3.4M Sell
5,932
-178
-3% -$98.9K 1.42% 32
2025
Q3 		$2.92M Buy
6,110
+508
+9% +$217K 1.24% 36
2025
Q2 		$2.17M Sell
5,602
-93
-2% -$31K 1% 42
2025
Q1 		$1.67M Sell
5,695
-100
-2% -$35.6K 0.89% 42
2024
Q4 		$2.1M Sell
5,795
-57
-1% -$22.1K 1% 42
2024
Q3 		$2.29M Buy
5,852
+1,661
+40% +$574K 1.12% 39
2024
Q2 		$1.4M Buy
4,191
+61
+1% +$21.2K 0.7% 49
2024
Q1 		$1.51M Sell
4,130
-65
-2% -$20.8K 0.78% 44
2023
Q4 		$1.21M Sell
4,195
-70
-2% -$18.2K 0.7% 43
2023
Q3 		$1.16M Sell
4,265
-544
-11% -$148K 0.8% 42
2023
Q2 		$1.18M Sell
4,809
-55
-1% -$12.3K 0.76% 39
2023
Q1 		$1.11M Sell
4,864
-305
-6% -$73.7K 0.78% 40
2022
Q4 		$1.24M Hold
5,169
– – 0.97% 36
2022
Q3 		$848K Sell
5,169
-95
-2% -$17.4K 0.68% 43
2022
Q2 		$941K Buy
5,264
+220
+4% +$46.4K 0.73% 42
2022
Q1 		$1.12M Buy
5,044
+425
+9% +$89.1K 0.64% 45
2021
Q4 		$955K Buy
4,619
+150
+3% +$30.2K 0.48% 49
2021
Q3 		$858K Buy
4,469
+650
+17% +$135K 0.47% 50
2021
Q2 		$831K Buy
3,819
+35
+0.9% +$8.08K 0.46% 48
2021
Q1 		$877K Buy
3,784
+625
+20% +$129K 0.55% 47
2020
Q4 		$575K Buy
+3,159
New +$536K 0.36% 50

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WD Rutherford's CAT Position: Q2 2026 in Review

WD Rutherford reduced its Caterpillar (CAT) stake by 2.8% in Q2 2026, selling an estimated $131K and leaving 5,102 shares worth $5.43M. The position accounts for 1.97% of the portfolio, ranked #17.

WD Rutherford first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • WD Rutherford held 5,102 shares of Caterpillar worth $5.43M as of Q2 2026.
  • WD Rutherford sold 149 Caterpillar shares in Q2 2026, an estimated $131K.
  • Caterpillar made up 1.97% of WD Rutherford's portfolio in Q2 2026, its #17 holding.
  • WD Rutherford first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.