Wellspring Financial Advisors’s Caterpillar CAT Stock Holding History

Wellspring Financial Advisors’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	$2.29M	Sell	2,155 -366	-15%	-$322K	0.15%	63
2026 Q1	$1.79M	Buy	2,521 +112	+5%	+$77.6K	0.13%	63
2025 Q4	$1.38M	Buy	2,409 +1,850	+331%	+$1.03M	0.11%	67
2025 Q3	$267K	Sell	559 -11	-2%	-$4.7K	0.02%	128
2025 Q2	$221K	Buy	+570	New	+$190K	0.02%	151

Other funds holding CAT

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Wellspring Financial Advisors's CAT Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Caterpillar (CAT) stake by 15% in Q2 2026, selling an estimated $322K and leaving 2,155 shares worth $2.29M. The position accounts for 0.15% of the portfolio, ranked #63.

Wellspring Financial Advisors first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 1,380 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Wellspring Financial Advisors held 2,155 shares of Caterpillar worth $2.29M as of Q2 2026.
Wellspring Financial Advisors sold 366 Caterpillar shares in Q2 2026, an estimated $322K.
Caterpillar made up 0.15% of Wellspring Financial Advisors's portfolio in Q2 2026, its #63 holding.
Wellspring Financial Advisors first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
1,380 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.