WAU
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Wellington-Altus USA’s Caterpillar CAT Stock Holding History

Wellington-Altus USA’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 		$577K Sell
815
-138
-14% -$121K 0.41% 55
2026
Q1 		$1.01M Buy
953
+687
+258% +$476K 0.6% 34
2025
Q4 		$152K Buy
+266
New +$148K 0.11% 150

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Wellington-Altus USA's CAT Position: Q2 2026 in Review

Wellington-Altus USA reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $121K and leaving 815 shares worth $577K. The position accounts for 0.41% of the portfolio, ranked #55.

Wellington-Altus USA first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2026. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wellington-Altus USA held 815 shares of Caterpillar worth $577K as of Q2 2026.
  • Wellington-Altus USA sold 138 Caterpillar shares in Q2 2026, an estimated $121K.
  • Caterpillar made up 0.41% of Wellington-Altus USA's portfolio in Q2 2026, its #55 holding.
  • Wellington-Altus USA first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Caterpillar position peaked at $1.01M in Q1 2026.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.