Westchester Capital Management (Nebraska)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $59.4M | Sell |
55,808
-3,054
| -5% | -$2.68M | 10.7% | 1 |
|
|
2026
Q1 | $41.7M | Sell |
58,862
-240
| -0.4% | -$166K | 8.4% | 1 |
|
|
2025
Q4 | $33.9M | Sell |
59,102
-2,704
| -4% | -$1.5M | 7% | 3 |
|
|
2025
Q3 | $29.5M | Sell |
61,806
-1,740
| -3% | -$743K | 6.34% | 3 |
|
|
2025
Q2 | $24.7M | Buy |
63,546
+111
| +0.2% | +$37K | 5.8% | 6 |
|
|
2025
Q1 | $20.9M | Buy |
63,435
+468
| +0.7% | +$167K | 5.2% | 7 |
|
|
2024
Q4 | $22.8M | Sell |
62,967
-1,962
| -3% | -$761K | 5.75% | 5 |
|
|
2024
Q3 | $25.4M | Sell |
64,929
-1,904
| -3% | -$658K | 6.17% | 4 |
|
|
2024
Q2 | $22.3M | Buy |
66,833
+49
| +0.1% | +$17K | 5.62% | 4 |
|
|
2024
Q1 | $24.5M | Sell |
66,784
-1,045
| -2% | -$334K | 6.14% | 4 |
|
|
2023
Q4 | $20.1M | Sell |
67,829
-65
| -0.1% | -$16.9K | 5.4% | 4 |
|
|
2023
Q3 | $18.5M | Sell |
67,894
-1,064
| -2% | -$289K | 5.31% | 4 |
|
|
2023
Q2 | $17M | Buy |
68,958
+281
| +0.4% | +$62.7K | 4.72% | 5 |
|
|
2023
Q1 | $15.7M | Sell |
68,677
-4,675
| -6% | -$1.13M | 4.52% | 7 |
|
|
2022
Q4 | $17.6M | Sell |
73,352
-4,808
| -6% | -$1.05M | 5.17% | 4 |
|
|
2022
Q3 | $12.8M | Buy |
78,160
+259
| +0.3% | +$47.3K | 4.14% | 9 |
|
|
2022
Q2 | $13.9M | Buy |
77,901
+1,996
| +3% | +$421K | 4.25% | 7 |
|
|
2022
Q1 | $16.9M | Sell |
75,905
-261
| -0.3% | -$54.7K | 4.36% | 5 |
|
|
2021
Q4 | $15.7M | Sell |
76,166
-658
| -0.9% | -$132K | 4.02% | 9 |
|
|
2021
Q3 | $14.7M | Buy |
76,824
+2,727
| +4% | +$568K | 4.11% | 8 |
|
|
2021
Q2 | $16.1M | Sell |
74,097
-1,200
| -2% | -$277K | 4.52% | 5 |
|
|
2021
Q1 | $17.5M | Sell |
75,297
-436
| -0.6% | -$90.3K | 5.06% | 3 |
|
|
2020
Q4 | $13.8M | Sell |
75,733
-1,431
| -2% | -$243K | 4.35% | 5 |
|
|
2020
Q3 | $11.5M | Sell |
77,164
-253
| -0.3% | -$35.5K | 4.08% | 10 |
|
|
2020
Q2 | $9.79M | Sell |
77,417
-1,736
| -2% | -$206K | 3.69% | 15 |
|
|
2020
Q1 | $9.19M | Sell |
79,153
-1,250
| -2% | -$160K | 4.11% | 12 |
|
|
2019
Q4 | $11.9M | Buy |
80,403
+886
| +1% | +$124K | 4.14% | 8 |
|
|
2019
Q3 | $10M | Buy |
79,517
+360
| +0.5% | +$45.7K | 3.94% | 13 |
|
|
2019
Q2 | $10.8M | Buy |
79,157
+1,947
| +3% | +$257K | 4.23% | 9 |
|
|
2019
Q1 | $10.5M | Sell |
77,210
-215
| -0.3% | -$28.6K | 4.48% | 6 |
|
|
2018
Q4 | $9.84M | Sell |
77,425
-1,240
| -2% | -$161K | 4.57% | 7 |
|
|
2018
Q3 | $12M | Sell |
78,665
-20
| -0% | -$2.83K | 4.75% | 4 |
|
|
2018
Q2 | $10.7M | Sell |
78,685
-338
| -0.4% | -$50.5K | 4.54% | 6 |
|
|
2018
Q1 | $11.6M | Sell |
79,023
-1,072
| -1% | -$169K | 4.92% | 5 |
|
|
2017
Q4 | $12.6M | Sell |
80,095
-85
| -0.1% | -$11.8K | 5.19% | 3 |
|
|
2017
Q3 | $10M | Buy |
80,180
+25
| +0% | +$2.88K | 4.29% | 5 |
|
|
2017
Q2 | $8.61M | Sell |
80,155
-5,731
| -7% | -$582K | 3.93% | 12 |
|
|
2017
Q1 | $7.97M | Sell |
85,886
-922
| -1% | -$87.3K | 3.82% | 14 |
|
|
2016
Q4 | $8.05M | Sell |
86,808
-3,995
| -4% | -$362K | 4.02% | 13 |
|
|
2016
Q3 | $8.06M | Sell |
90,803
-6,025
| -6% | -$493K | 3.92% | 10 |
|
|
2016
Q2 | $7.34M | Buy |
96,828
+250
| +0.3% | +$18.7K | 3.25% | 21 |
|
|
2016
Q1 | $7.39M | Buy |
96,578
+1,769
| +2% | +$119K | 3.33% | 19 |
|
|
2015
Q4 | $6.44M | Sell |
94,809
-255
| -0.3% | -$17.8K | 3.18% | 19 |
|
|
2015
Q3 | $6.21M | Buy |
95,064
+150
| +0.2% | +$11.5K | 3.33% | 19 |
|
|
2015
Q2 | $8.05M | Buy |
94,914
+263
| +0.3% | +$22.6K | 3.84% | 12 |
|
|
2015
Q1 | $7.58M | Buy |
94,651
+1,320
| +1% | +$110K | 3.74% | 15 |
|
|
2014
Q4 | $8.54M | Buy |
93,331
+1,125
| +1% | +$110K | 4.1% | 9 |
|
|
2014
Q3 | $9.13M | Sell |
92,206
-3,315
| -3% | -$351K | 4.32% | 5 |
|
|
2014
Q2 | $10.4M | Sell |
95,521
-420
| -0.4% | -$44.1K | 4.89% | 1 |
|
|
2014
Q1 | $9.53M | Sell |
95,941
-575
| -0.6% | -$54.2K | 4.79% | 1 |
|
|
2013
Q4 | $8.77M | Buy |
96,516
+16,814
| +21% | +$1.44M | 4.71% | 1 |
|
|
2013
Q3 | $6.65M | Sell |
79,702
-510
| -0.6% | -$43.1K | 4.12% | 5 |
|
|
2013
Q2 | $6.62M | Buy |
+80,212
| New | +$6.82M | 4.19% | 7 |
|
Other funds holding CAT
SMDAM
ATO
RG
SFA
MIF
Westchester Capital Management (Nebraska)'s CAT Position: Q2 2026 in Review
Westchester Capital Management (Nebraska) reduced its Caterpillar (CAT) stake by 5.2% in Q2 2026, selling an estimated $2.68M and leaving 55,808 shares worth $59.4M. The position accounts for 10.7% of the portfolio, ranked #1.
Westchester Capital Management (Nebraska) first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Westchester Capital Management (Nebraska) held 55,808 shares of Caterpillar worth $59.4M as of Q2 2026.
- Westchester Capital Management (Nebraska) sold 3,054 Caterpillar shares in Q2 2026, an estimated $2.68M.
- Caterpillar made up 10.7% of Westchester Capital Management (Nebraska)'s portfolio in Q2 2026, its #1 holding.
- Westchester Capital Management (Nebraska) first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
- 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Westchester Capital Management (Nebraska)'s 13F filing for Q2 2026, filed 23 Jul 2026.