WCM
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Wedge Capital Management’s Caterpillar CAT Stock Holding History

Wedge Capital Management’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 		– Sell
-905
Closed -$641K – 499
2026
Q1 		$641K Buy
905
+115
+15% +$79.7K 0.01% 468
2025
Q4 		$453K Sell
790
-59
-7% -$32.8K 0.01% 481
2025
Q3 		$405K Sell
849
-24
-3% -$10.2K 0.01% 491
2025
Q2 		$339K Sell
873
-44
-5% -$14.7K 0.01% 482
2025
Q1 		$302K Buy
917
+42
+5% +$15K 0.01% 487
2024
Q4 		$317K Hold
875
– – 0.01% 486
2024
Q3 		$342K Buy
875
+9
+1% +$3.11K 0.01% 479
2024
Q2 		$288K Sell
866
-89
-9% -$30.9K 0.01% 468
2024
Q1 		$350K Sell
955
-30
-3% -$9.59K 0.01% 468
2023
Q4 		$291K Buy
985
+42
+4% +$10.9K 0.01% 466
2023
Q3 		$257K Sell
943
-27
-3% -$7.33K 0.01% 476
2023
Q2 		$239K Sell
970
-34
-3% -$7.58K ﹤0.01% 497
2023
Q1 		$230K Buy
1,004
+41
+4% +$9.91K ﹤0.01% 387
2022
Q4 		$231K Buy
+963
New +$210K ﹤0.01% 381
2022
Q2 		– Sell
-944
Closed -$210K – 417
2022
Q1 		$210K Buy
+944
New +$198K ﹤0.01% 399
2020
Q1 		– Sell
-1,537
Closed -$227K – 531
2019
Q4 		$227K Buy
+1,537
New +$214K ﹤0.01% 519
2016
Q4 		– Sell
-256,782
Closed -$22.8M – 567
2016
Q3 		$22.8M Sell
256,782
-32,619
-11% -$2.67M 0.23% 131
2016
Q2 		$21.9M Sell
289,401
-29,179
-9% -$2.19M 0.23% 128
2016
Q1 		$24.4M Sell
318,580
-23,545
-7% -$1.58M 0.25% 118
2015
Q4 		$23.3M Buy
342,125
+800
+0.2% +$55.9K 0.25% 145
2015
Q3 		$22.3M Buy
+341,325
New +$26.1M 0.24% 144

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Wedge Capital Management's CAT Position: Q2 2026 in Review

Wedge Capital Management sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 905 shares — an estimated $641K sold.

Wedge Capital Management first reported a position in CAT in Q3 2015 and held it in 21 quarters. The position peaked at $24.4M in Q1 2016. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wedge Capital Management reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Wedge Capital Management sold 905 Caterpillar shares in Q2 2026, an estimated $641K.
  • Wedge Capital Management first reported a position in Caterpillar in Q3 2015 and held it in 21 quarters.
  • Wedge Capital Management's Caterpillar position peaked at $24.4M in Q1 2016.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.