WFAG
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Wescott Financial Advisory Group’s Caterpillar CAT Stock Holding History

Wescott Financial Advisory 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 		$1.45M Buy
1,359
+7
+0.5% +$6.15K 0.11% 83
2026
Q1 		$958K Buy
1,352
+4
+0.3% +$2.77K 0.08% 101
2025
Q4 		$772K Buy
1,348
+478
+55% +$266K 0.07% 111
2025
Q3 		$415K Buy
870
+14
+2% +$5.98K 0.04% 131
2025
Q2 		$332K Buy
856
+15
+2% +$5K 0.03% 140
2025
Q1 		$277K Sell
841
-34
-4% -$12.1K 0.03% 146
2024
Q4 		$317K Buy
875
+48
+6% +$18.6K 0.03% 140
2024
Q3 		$323K Buy
827
+18
+2% +$6.22K 0.03% 142
2024
Q2 		$269K Buy
809
+9
+1% +$3.12K 0.03% 147
2024
Q1 		$293K Sell
800
-129
-14% -$41.2K 0.04% 140
2023
Q4 		$275K Hold
929
– – 0.04% 138
2023
Q3 		$254K Sell
929
-50
-5% -$13.6K 0.05% 138
2023
Q2 		$241K Buy
979
+34
+4% +$7.58K 0.04% 144
2023
Q1 		$216K Buy
+945
New +$228K 0.05% 144

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

Wescott Financial Advisory Group's CAT Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Caterpillar (CAT) stake by 0.52% in Q2 2026, buying an estimated $6.15K and bringing the position to 1,359 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #83.

Wescott Financial Advisory Group first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wescott Financial Advisory Group held 1,359 shares of Caterpillar worth $1.45M as of Q2 2026.
  • Wescott Financial Advisory Group bought 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
  • Caterpillar made up 0.11% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #83 holding.
  • Wescott Financial Advisory Group first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
  • 4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.