WPC
CAT icon

Wedmont Private Capital’s Caterpillar CAT Stock Holding History

Wedmont Private Capital’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 		$9.54M Buy
10,012
+1,500
+18% +$1.32M 0.26% 55
2026
Q1 		$6.57M Buy
8,512
+325
+4% +$225K 0.21% 66
2025
Q4 		$4.88M Buy
8,187
+103
+1% +$57.2K 0.17% 77
2025
Q3 		$3.93M Buy
8,084
+511
+7% +$218K 0.15% 83
2025
Q2 		$3.05M Buy
7,573
+425
+6% +$142K 0.13% 96
2025
Q1 		$2.1M Sell
7,148
-183
-2% -$65.2K 0.11% 114
2024
Q4 		$2.57M Buy
7,331
+485
+7% +$188K 0.14% 89
2024
Q3 		$2.73M Buy
6,846
+672
+11% +$232K 0.16% 79
2024
Q2 		$2.07M Sell
6,174
-300
-5% -$104K 0.13% 97
2024
Q1 		$2.41M Buy
6,474
+640
+11% +$205K 0.18% 78
2023
Q4 		$1.7M Buy
5,834
+1,316
+29% +$341K 0.14% 93
2023
Q3 		$1.23M Buy
4,518
+523
+13% +$142K 0.12% 105
2023
Q2 		$1.02M Buy
3,995
+289
+8% +$64.4K 0.11% 123
2023
Q1 		$799K Buy
3,706
+306
+9% +$74K 0.11% 143
2022
Q4 		$846K Buy
3,400
+230
+7% +$50.1K 0.13% 131
2022
Q3 		$520K Buy
3,170
+285
+10% +$52.1K 0.1% 159
2022
Q2 		$516K Buy
2,885
+434
+18% +$91.5K 0.11% 136
2022
Q1 		$541K Buy
2,451
+182
+8% +$38.2K 0.12% 131
2021
Q4 		$515K Buy
+2,269
New +$457K 0.16% 105

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

Wedmont Private Capital's CAT Position: Q2 2026 in Review

Wedmont Private Capital increased its Caterpillar (CAT) stake by 18% in Q2 2026, buying an estimated $1.32M and bringing the position to 10,012 shares worth $9.54M. The position accounts for 0.26% of the portfolio, ranked #55.

Wedmont Private Capital first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wedmont Private Capital held 10,012 shares of Caterpillar worth $9.54M as of Q2 2026.
  • Wedmont Private Capital bought 1,500 Caterpillar shares in Q2 2026, an estimated $1.32M.
  • Caterpillar made up 0.26% of Wedmont Private Capital's portfolio in Q2 2026, its #55 holding.
  • Wedmont Private Capital first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.