Werba Rubin Papier Wealth Management’s Caterpillar CAT Stock Holding History

Werba Rubin Papier Wealth Management’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	$1.05M	Sell	987 -312	-24%	-$274K	0.13%	95
2026 Q1	$920K	Buy	1,299 +446	+52%	+$309K	0.13%	91
2025 Q4	$489K	Buy	853 +200	+31%	+$111K	0.13%	113
2025 Q3	$311K	Buy	653 +22	+3%	+$9.39K	0.05%	164
2025 Q2	$245K	Buy	631 +21	+3%	+$7K	0.05%	181
2025 Q1	$201K	Sell	610 -63	-9%	-$22.4K	0.04%	181
2024 Q4	$244K	Sell	673 -74	-10%	-$28.7K	0.06%	152
2024 Q3	$292K	Buy	747 +32	+4%	+$11.1K	0.07%	129
2024 Q2	$238K	Buy	715 +118	+20%	+$40.9K	0.07%	138
2024 Q1	$219K	Buy	+597	New	+$191K	0.06%	134

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Werba Rubin Papier Wealth Management's CAT Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Caterpillar (CAT) stake by 24% in Q2 2026, selling an estimated $274K and leaving 987 shares worth $1.05M. The position accounts for 0.13% of the portfolio, ranked #95.

Werba Rubin Papier Wealth Management first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Werba Rubin Papier Wealth Management held 987 shares of Caterpillar worth $1.05M as of Q2 2026.
Werba Rubin Papier Wealth Management sold 312 Caterpillar shares in Q2 2026, an estimated $274K.
Caterpillar made up 0.13% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #95 holding.
Werba Rubin Papier Wealth Management first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.