Welch Group’s Caterpillar CAT Stock Holding History

Welch 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	$40.6M	Sell	38,163 -945	-2%	-$830K	1.39%	32
2026 Q1	$27.7M	Sell	39,108 -1,519	-4%	-$1.05M	1.04%	33
2025 Q4	$23.3M	Sell	40,627 -70	-0.2%	-$38.9K	0.9%	33
2025 Q3	$19.4M	Buy	40,697 +1,063	+3%	+$454K	0.76%	33
2025 Q2	$15.4M	Buy	39,634 +1,664	+4%	+$555K	0.64%	34
2025 Q1	$12.5M	Buy	37,970 +1,156	+3%	+$412K	0.55%	34
2024 Q4	$13.4M	Buy	36,814 +703	+2%	+$273K	0.6%	36
2024 Q3	$14.1M	Buy	36,111 +451	+1%	+$156K	0.61%	34
2024 Q2	$11.9M	Buy	35,660 +711	+2%	+$247K	0.57%	34
2024 Q1	$12.8M	Buy	34,949 +189	+0.5%	+$60.4K	0.64%	34
2023 Q4	$10.3M	Sell	34,760 -1	-0%	-$259	0.55%	36
2023 Q3	$9.49M	Buy	34,761 +140	+0.4%	+$38K	0.56%	34
2023 Q2	$8.52M	Buy	34,621 +1,270	+4%	+$283K	0.49%	34
2023 Q1	$7.63M	Sell	33,351 -70	-0.2%	-$16.9K	0.44%	33
2022 Q4	$8.01M	Buy	33,421 +385	+1%	+$83.8K	0.46%	34
2022 Q3	$5.42M	Buy	33,036 +885	+3%	+$162K	0.35%	35
2022 Q2	$5.75M	Buy	32,151 +739	+2%	+$156K	0.35%	34
2022 Q1	$7M	Buy	31,412 +2,996	+11%	+$628K	0.4%	35
2021 Q4	$5.88M	Buy	28,416 +2,284	+9%	+$460K	0.34%	40
2021 Q3	$5.02M	Buy	26,132 +2,453	+10%	+$511K	0.34%	37
2021 Q2	$5.15M	Buy	23,679 +1,256	+6%	+$290K	0.35%	37
2021 Q1	$5.2M	Buy	22,423 +2,856	+15%	+$591K	0.37%	36
2020 Q4	$3.56M	Buy	19,567 +1,550	+9%	+$263K	0.29%	42
2020 Q3	$2.69M	Buy	18,017 +2,022	+13%	+$284K	0.23%	40
2020 Q2	$2.02M	Buy	15,995 +526	+3%	+$62.4K	0.19%	43
2020 Q1	$1.79M	Buy	15,469 +3,028	+24%	+$387K	0.19%	44
2019 Q4	$1.84M	Sell	12,441 -15	-0.1%	-$2.09K	0.18%	45
2019 Q3	$1.57M	Buy	12,456 +262	+2%	+$33.3K	0.16%	46
2019 Q2	$1.66M	Buy	12,194 +1,118	+10%	+$148K	0.18%	44
2019 Q1	$1.5M	Buy	11,076 +557	+5%	+$74K	0.17%	46
2018 Q4	$1.34M	Sell	10,519 -4	-0%	-$520	0.16%	48
2018 Q3	$1.6K	Buy	10,523 +949	+10%	+$134K	0.17%	48
2018 Q2	$1.3M	Buy	9,574 +167	+2%	+$25K	0.16%	46
2018 Q1	$1.39M	Sell	9,407 -339	-3%	-$53.5K	0.18%	46
2017 Q4	$1.54M	Buy	9,746 +1,328	+16%	+$184K	0.24%	44
2017 Q3	$1.05M	Sell	8,418 -291	-3%	-$33.5K	0.18%	47
2017 Q2	$936K	Buy	8,709 +474	+6%	+$48.2K	0.16%	50
2017 Q1	$764K	Sell	8,235 -80	-1%	-$7.57K	0.14%	49
2016 Q4	$771K	Sell	8,315 -61	-0.7%	-$5.53K	0.15%	49
2016 Q3	$744K	Sell	8,376 -109	-1%	-$8.92K	0.15%	53
2016 Q2	$643K	Sell	8,485 -1,121	-12%	-$84K	0.13%	49
2016 Q1	$735K	Buy	9,606 +541	+6%	+$36.3K	0.12%	54
2015 Q4	$616K	Sell	9,065 -577	-6%	-$40.3K	0.11%	60
2015 Q3	$630K	Buy	9,642 +933	+11%	+$71.4K	0.12%	56
2015 Q2	$739K	Hold	8,709	–	–	0.14%	55
2015 Q1	$697	Sell	8,709 -296	-3%	-$24.6K	0.13%	58
2014 Q4	$824K	Buy	9,005 +123	+1%	+$12K	0.16%	53
2014 Q3	$880K	Sell	8,882 -53	-0.6%	-$5.62K	0.18%	47
2014 Q2	$971K	Sell	8,935 -72	-0.8%	-$7.56K	0.2%	49
2014 Q1	$895K	Sell	9,007 -89	-1%	-$8.39K	0.2%	46
2013 Q4	$826K	Sell	9,096 -585	-6%	-$49.9K	0.19%	48
2013 Q3	$807K	Buy	9,681 +25	+0.3%	+$2.11K	0.2%	47
2013 Q2	$797K	Buy	+9,656	New	+$821K	0.21%	48

Other funds holding CAT

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Welch Group's CAT Position: Q2 2026 in Review

Welch Group reduced its Caterpillar (CAT) stake by 2.4% in Q2 2026, selling an estimated $830K and leaving 38,163 shares worth $40.6M. The position accounts for 1.39% of the portfolio, ranked #32.

Welch Group first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,772 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Welch Group held 38,163 shares of Caterpillar worth $40.6M as of Q2 2026.
Welch Group sold 945 Caterpillar shares in Q2 2026, an estimated $830K.
Caterpillar made up 1.39% of Welch Group's portfolio in Q2 2026, its #32 holding.
Welch Group first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
1,772 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.