WMA
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West Michigan Advisors’s Caterpillar CAT Stock Holding History

West Michigan 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 		$1.85M Sell
1,739
-3,569
-67% -$3.14M 0.35% 72
2026
Q1 		$3.76M Buy
5,308
+3,353
+172% +$2.32M 0.83% 33
2025
Q4 		$1.12M Sell
1,955
-246
-11% -$137K 0.26% 96
2025
Q3 		$1.05M Sell
2,201
-333
-13% -$142K 0.25% 96
2025
Q2 		$984K Buy
2,534
+263
+12% +$87.7K 0.28% 69
2025
Q1 		$749K Sell
2,271
-59
-3% -$21K 0.25% 73
2024
Q4 		$845K Buy
2,330
+320
+16% +$124K 0.26% 71
2024
Q3 		$786K Buy
2,010
+436
+28% +$151K 0.24% 75
2024
Q2 		$524K Sell
1,574
-66
-4% -$22.9K 0.17% 95
2024
Q1 		$601K Buy
1,640
+121
+8% +$38.7K 0.2% 82
2023
Q4 		$449K Buy
1,519
+669
+79% +$174K 0.17% 85
2023
Q3 		$232K Sell
850
-15
-2% -$4.07K 0.12% 129
2023
Q2 		$213K Buy
+865
New +$193K 0.09% 205
2023
Q1 		– Sell
-852
Closed -$204K – 158
2022
Q4 		$204K Buy
+852
New +$185K 0.15% 110
2022
Q3 		– Sell
-2,042
Closed -$281K – 115
2022
Q2 		$281K Buy
2,042
+978
+92% +$206K 0.24% 83
2022
Q1 		$237K Sell
1,064
-179
-14% -$37.5K 0.16% 107
2021
Q4 		$257K Buy
+1,243
New +$250K 0.19% 101

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

West Michigan Advisors's CAT Position: Q2 2026 in Review

West Michigan Advisors reduced its Caterpillar (CAT) stake by 67% in Q2 2026, selling an estimated $3.14M and leaving 1,739 shares worth $1.85M. The position accounts for 0.35% of the portfolio, ranked #72.

West Michigan Advisors first reported a position in CAT in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.76M in Q1 2026. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • West Michigan Advisors held 1,739 shares of Caterpillar worth $1.85M as of Q2 2026.
  • West Michigan Advisors sold 3,569 Caterpillar shares in Q2 2026, an estimated $3.14M.
  • Caterpillar made up 0.35% of West Michigan Advisors's portfolio in Q2 2026, its #72 holding.
  • West Michigan Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 17 quarters since.
  • West Michigan Advisors's Caterpillar position peaked at $3.76M in Q1 2026.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.