WDL
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Well Done LLC’s Caterpillar CAT Stock Holding History

Well Done LLC’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 		$2.19M Sell
2,054
-217
-10% -$191K 0.29% 58
2026
Q1 		$1.61M Sell
2,271
-367
-14% -$254K 0.24% 62
2025
Q4 		$1.51M Sell
2,638
-145
-5% -$80.6K 0.23% 63
2025
Q3 		$1.33M Sell
2,783
-73
-3% -$31.2K 0.23% 64
2025
Q2 		$1.11M Sell
2,856
-72
-2% -$24K 0.21% 65
2025
Q1 		$1.06M Buy
2,928
+13
+0.4% +$4.63K 0.19% 65
2024
Q4 		$1.14M Hold
2,915
– – 0.21% 62
2024
Q3 		$1.14M Buy
2,915
+25
+0.9% +$8.63K 0.21% 62
2024
Q2 		$963K Sell
2,890
-36
-1% -$12.5K 0.2% 66
2024
Q1 		$1.07M Buy
2,926
+241
+9% +$77K 0.21% 63
2023
Q4 		$794K Buy
2,685
+8
+0.3% +$2.08K 0.16% 81
2023
Q3 		$731K Buy
2,677
+6
+0.2% +$1.63K 0.16% 78
2023
Q2 		$657K Sell
2,671
-158
-6% -$35.2K 0.14% 82
2023
Q1 		$647K Sell
2,829
-21
-0.7% -$5.08K 0.14% 83
2022
Q4 		$600K Buy
2,850
+19
+0.7% +$4.14K 0.13% 91
2022
Q3 		$465K Buy
2,831
+21
+0.7% +$3.84K 0.11% 92
2022
Q2 		$502K Hold
2,810
– – 0.11% 100
2022
Q1 		$626K Sell
2,810
-175
-6% -$36.7K 0.13% 95
2021
Q4 		$617K Buy
+2,985
New +$601K 0.13% 97
2019
Q1 		– Sell
-470
Closed -$60K – 217
2018
Q4 		$60K Buy
+470
New +$61.1K 0.02% 249
2018
Q2 		– Sell
-462
Closed -$68K – 180
2018
Q1 		$68K Buy
+462
New +$73K 0.02% 204

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Well Done LLC's CAT Position: Q2 2026 in Review

Well Done LLC reduced its Caterpillar (CAT) stake by 9.6% in Q2 2026, selling an estimated $191K and leaving 2,054 shares worth $2.19M. The position accounts for 0.29% of the portfolio, ranked #58.

Well Done LLC first reported a position in CAT in Q1 2018 and has held it in 21 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Well Done LLC held 2,054 shares of Caterpillar worth $2.19M as of Q2 2026.
  • Well Done LLC sold 217 Caterpillar shares in Q2 2026, an estimated $191K.
  • Caterpillar made up 0.29% of Well Done LLC's portfolio in Q2 2026, its #58 holding.
  • Well Done LLC first reported a position in Caterpillar in Q1 2018 and has held it in 21 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.