Westco Advisory Services’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
$698K Sell
655
-110
-14% -$96.6K 0.42% 42
2026
Q1
$542K Hold
765
0.35% 53
2025
Q4
$438K Buy
+765
New +$425K 0.27% 56

Other funds holding CAT

Westco Advisory Services's CAT Position: Q2 2026 in Review

Westco Advisory Services reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $96.6K and leaving 655 shares worth $698K. The position accounts for 0.42% of the portfolio, ranked #42.

Westco Advisory Services first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,023 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Westco Advisory Services held 655 shares of Caterpillar worth $698K as of Q2 2026.
  • Westco Advisory Services sold 110 Caterpillar shares in Q2 2026, an estimated $96.6K.
  • Caterpillar made up 0.42% of Westco Advisory Services's portfolio in Q2 2026, its #42 holding.
  • Westco Advisory Services first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.