Wedgewood Investors’s Caterpillar CAT Stock Holding History

Wedgewood Investors’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	$1.01M	Buy	948 +15	+2%	+$13.2K	1.04%	28
2026 Q1	$661K	Hold	933	–	–	0.76%	41
2025 Q4	$534K	Hold	933	–	–	0.61%	48
2025 Q3	$445K	Hold	933	–	–	0.49%	56
2025 Q2	$362K	Hold	933	–	–	0.42%	58
2025 Q1	$308K	Hold	933	–	–	0.37%	70
2024 Q4	$338K	Hold	933	–	–	0.4%	66
2024 Q3	$365K	Hold	933	–	–	0.4%	63
2024 Q2	$311K	Buy	+933	New	+$324K	0.37%	70
2023 Q4	$276K	Sell	933 -100	-10%	-$25.9K	0.34%	80
2023 Q3	$282K	Hold	1,033	–	–	0.38%	74
2023 Q2	$254K	Buy	1,033 +70	+7%	+$15.6K	0.33%	82
2023 Q1	$220K	Buy	963 +70	+8%	+$16.9K	0.29%	91
2022 Q4	$214K	Buy	+893	New	+$194K	0.28%	92

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Wedgewood Investors's CAT Position: Q2 2026 in Review

Wedgewood Investors increased its Caterpillar (CAT) stake by 1.6% in Q2 2026, buying an estimated $13.2K and bringing the position to 948 shares worth $1.01M. The position accounts for 1.04% of the portfolio, ranked #28.

Wedgewood Investors first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Wedgewood Investors held 948 shares of Caterpillar worth $1.01M as of Q2 2026.
Wedgewood Investors bought 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
Caterpillar made up 1.04% of Wedgewood Investors's portfolio in Q2 2026, its #28 holding.
Wedgewood Investors first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wedgewood Investors's 13F filing for Q2 2026, filed 31 Jul 2026.