WD Rutherford
CAT icon

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
Q3 		$3.62M Sell
4,469
-633
-12% -$537K 1.38% 31
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 $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

WD Rutherford's CAT Position: Q3 2026 in Review

WD Rutherford reduced its Caterpillar (CAT) stake by 12% in Q3 2026, selling an estimated $537K and leaving 4,469 shares worth $3.62M. The position accounts for 1.38% of the portfolio, ranked #31.

WD Rutherford first reported a position in CAT in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.43M in Q2 2026. 1,901 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • WD Rutherford held 4,469 shares of Caterpillar worth $3.62M as of Q3 2026.
  • WD Rutherford sold 633 Caterpillar shares in Q3 2026, an estimated $537K.
  • Caterpillar made up 1.38% of WD Rutherford's portfolio in Q3 2026, its #31 holding.
  • WD Rutherford first reported a position in Caterpillar in Q4 2020 and has held it in 24 quarters since.
  • WD Rutherford's Caterpillar position peaked at $5.43M in Q2 2026.
  • 1,901 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.