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Weaver Consulting Group’s Caterpillar CAT Stock Holding History

Weaver Consulting Group’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 		$511K Sell
480
-38
-7% -$33.4K 0.1% 167
2026
Q1 		$367K Buy
518
+13
+3% +$9K 0.09% 179
2025
Q4 		$289K Sell
505
-61
-11% -$33.9K 0.07% 203
2025
Q3 		$270K Buy
566
+2
+0.4% +$854 0.07% 215
2025
Q2 		$219K Buy
+564
New +$188K 0.06% 224
2024
Q4 		– Sell
-543
Closed -$212K – 223
2024
Q3 		$212K Buy
+543
New +$188K 0.07% 206
2020
Q4 		– Sell
-88
Closed -$13K – 249
2020
Q3 		$13K Hold
88
– – 0.01% 482
2020
Q2 		$11K Buy
88
+18
+26% +$2.13K 0.01% 496
2020
Q1 		$8K Hold
70
– – 0.01% 480
2019
Q4 		$9K Hold
70
– – ﹤0.01% 509
2019
Q3 		$9K Sell
70
-100
-59% -$12.7K ﹤0.01% 497
2019
Q2 		$23K Buy
+170
New +$22.5K 0.01% 323

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

Weaver Consulting Group's CAT Position: Q2 2026 in Review

Weaver Consulting Group reduced its Caterpillar (CAT) stake by 7.3% in Q2 2026, selling an estimated $33.4K and leaving 480 shares worth $511K. The position accounts for 0.1% of the portfolio, ranked #167.

Weaver Consulting Group first reported a position in CAT in Q2 2019 and has held it in 12 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Weaver Consulting Group held 480 shares of Caterpillar worth $511K as of Q2 2026.
  • Weaver Consulting Group sold 38 Caterpillar shares in Q2 2026, an estimated $33.4K.
  • Caterpillar made up 0.1% of Weaver Consulting Group's portfolio in Q2 2026, its #167 holding.
  • Weaver Consulting Group first reported a position in Caterpillar in Q2 2019 and has held it in 12 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.