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Westend Capital Management’s Caterpillar CAT Stock Holding History

Westend Capital 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 		$20.9M Sell
19,631
-53
-0.3% -$46.6K 4.78% 5
2026
Q1 		$13.9M Buy
19,684
+435
+2% +$301K 4.19% 8
2025
Q4 		$11M Buy
19,249
+19,228
+91,562% +$10.7M 3.09% 20
2025
Q3 		$10K Buy
+21
New +$8.96K ﹤0.01% 137
2024
Q4 		– Sell
-6
Closed -$2.35K – 229
2024
Q3 		$2.35K Hold
6
– – ﹤0.01% 218
2024
Q2 		$1.97K Sell
6
-8
-57% -$2.77K ﹤0.01% 211
2024
Q1 		$5.13K Buy
+14
New +$4.47K ﹤0.01% 161

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

Westend Capital Management's CAT Position: Q2 2026 in Review

Westend Capital Management reduced its Caterpillar (CAT) stake by 0.27% in Q2 2026, selling an estimated $46.6K and leaving 19,631 shares worth $20.9M. The position accounts for 4.78% of the portfolio, ranked #5.

Westend Capital Management first reported a position in CAT in Q1 2024 and has held it in 7 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Westend Capital Management held 19,631 shares of Caterpillar worth $20.9M as of Q2 2026.
  • Westend Capital Management sold 53 Caterpillar shares in Q2 2026, an estimated $46.6K.
  • Caterpillar made up 4.78% of Westend Capital Management's portfolio in Q2 2026, its #5 holding.
  • Westend Capital Management first reported a position in Caterpillar in Q1 2024 and has held it in 7 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.