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Wedbush Securities’s Caterpillar CAT Stock Holding History

Wedbush Securities’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 		$23.9M Buy
22,428
+210
+0.9% +$184K 0.62% 20
2026
Q1 		$15.7M Buy
22,218
+896
+4% +$621K 0.46% 31
2025
Q4 		$12.2M Buy
21,322
+4,896
+30% +$2.72M 0.36% 42
2025
Q3 		$7.84M Sell
16,426
-1,617
-9% -$690K 0.26% 50
2025
Q2 		$7M Sell
18,043
-810
-4% -$270K 0.24% 60
2025
Q1 		$6.22M Sell
18,853
-468
-2% -$167K 0.23% 64
2024
Q4 		$7.01M Buy
19,321
+2,793
+17% +$1.08M 0.25% 58
2024
Q3 		$6.46M Sell
16,528
-2,395
-13% -$827K 0.24% 65
2024
Q2 		$6.3M Buy
18,923
+602
+3% +$209K 0.23% 68
2024
Q1 		$6.71M Buy
18,321
+514
+3% +$164K 0.25% 66
2023
Q4 		$5.26M Sell
17,807
-1,761
-9% -$457K 0.23% 71
2023
Q3 		$5.34M Sell
19,568
-1,017
-5% -$276K 0.27% 66
2023
Q2 		$5.07M Buy
20,585
+479
+2% +$107K 0.24% 71
2023
Q1 		$4.6M Sell
20,106
-2,201
-10% -$532K 0.23% 74
2022
Q4 		$5.34M Buy
22,307
+22
+0.1% +$4.79K 0.29% 56
2022
Q3 		$3.66M Sell
22,285
-97
-0.4% -$17.7K 0.21% 78
2022
Q2 		$4M Buy
22,382
+1,246
+6% +$263K 0.22% 70
2022
Q1 		$4.71M Sell
21,136
-1,238
-6% -$260K 0.22% 67
2021
Q4 		$4.63M Buy
22,374
+130
+0.6% +$26.2K 0.2% 83
2021
Q3 		$4.27M Sell
22,244
-1,270
-5% -$264K 0.2% 78
2021
Q2 		$5.12M Buy
23,514
+6,290
+37% +$1.45M 0.24% 63
2021
Q1 		$3.99M Buy
17,224
+1,684
+11% +$349K 0.22% 70
2020
Q4 		$2.83M Sell
15,540
-756
-5% -$128K 0.25% 81
2020
Q3 		$2.43M Sell
16,296
-243
-1% -$34.1K 0.23% 92
2020
Q2 		$2.09M Sell
16,539
-357
-2% -$42.3K 0.2% 111
2020
Q1 		$1.96M Sell
16,896
-147
-0.9% -$18.8K 0.23% 97
2019
Q4 		$2.52M Sell
17,043
-224
-1% -$31.3K 0.22% 91
2019
Q3 		$2.18M Buy
17,267
+265
+2% +$33.7K 0.21% 105
2019
Q2 		$2.32M Buy
17,002
+1,255
+8% +$166K 0.23% 91
2019
Q1 		$2.13M Buy
15,747
+126
+0.8% +$16.7K 0.23% 98
2018
Q4 		$1.99M Buy
15,621
+908
+6% +$118K 0.25% 85
2018
Q3 		$2.24M Sell
14,713
-1,663
-10% -$235K 0.25% 81
2018
Q2 		$2.22M Buy
16,376
+3,036
+23% +$454K 0.28% 72
2018
Q1 		$1.97M Buy
13,340
+1,934
+17% +$305K 0.26% 84
2017
Q4 		$1.8M Buy
11,406
+247
+2% +$34.3K 0.22% 99
2017
Q3 		$1.39M Sell
11,159
-815
-7% -$93.9K 0.18% 118
2017
Q2 		$1.29M Buy
11,974
+3,340
+39% +$339K 0.17% 141
2017
Q1 		$801K Sell
8,634
-5,043
-37% -$477K 0.11% 228
2016
Q4 		$1.27M Buy
13,677
+2,082
+18% +$189K 0.19% 113
2016
Q3 		$1.03M Buy
11,595
+1,545
+15% +$126K 0.15% 144
2016
Q2 		$762K Buy
10,050
+857
+9% +$64.2K 0.12% 178
2016
Q1 		$704K Buy
9,193
+688
+8% +$46.1K 0.12% 181
2015
Q4 		$578K Sell
8,505
-788
-8% -$55.1K 0.1% 213
2015
Q3 		$607K Buy
9,293
+178
+2% +$13.6K 0.12% 191
2015
Q2 		$773K Sell
9,115
-5,583
-38% -$480K 0.14% 170
2015
Q1 		$1.18M Buy
14,698
+2,649
+22% +$220K 0.2% 108
2014
Q4 		$1.1M Buy
12,049
+2,698
+29% +$263K 0.17% 120
2014
Q3 		$926K Sell
9,351
-2,909
-24% -$308K 0.14% 136
2014
Q2 		$1.33M Sell
12,260
-5,654
-32% -$593K 0.21% 98
2014
Q1 		$1.78M Buy
17,914
+744
+4% +$70.2K 0.31% 73
2013
Q4 		$1.56M Buy
17,170
+2,080
+14% +$178K 0.37% 72
2013
Q3 		$1.26M Buy
15,090
+1,160
+8% +$98.1K 0.33% 79
2013
Q2 		$1.15M Buy
+13,930
New +$1.18M 0.32% 83

Other funds holding CAT

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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Wedbush Securities's CAT Position: Q2 2026 in Review

Wedbush Securities increased its Caterpillar (CAT) stake by 0.95% in Q2 2026, buying an estimated $184K and bringing the position to 22,428 shares worth $23.9M. The position accounts for 0.62% of the portfolio, ranked #20.

Wedbush Securities first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wedbush Securities held 22,428 shares of Caterpillar worth $23.9M as of Q2 2026.
  • Wedbush Securities bought 210 Caterpillar shares in Q2 2026, an estimated $184K.
  • Caterpillar made up 0.62% of Wedbush Securities's portfolio in Q2 2026, its #20 holding.
  • Wedbush Securities first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.