WFC
CAT icon

Western Financial Corp’s Caterpillar CAT Stock Holding History

Western Financial Corp’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 		$7.51M Buy
7,055
+213
+3% +$187K 2.2% 8
2026
Q1 		$4.85M Buy
+6,842
New +$4.74M 1.9% 7
2025
Q1 		– Sell
-1,194
Closed -$433K – 122
2024
Q4 		$433K Buy
1,194
+184
+18% +$71.4K 0.24% 94
2024
Q3 		$395K Buy
1,010
+19
+2% +$6.56K 0.22% 94
2024
Q2 		$330K Sell
991
-17
-2% -$5.89K 0.2% 94
2024
Q1 		$369K Buy
1,008
+205
+26% +$65.5K 0.23% 85
2023
Q4 		$238K Buy
+803
New +$208K 0.16% 107

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Western Financial Corp's CAT Position: Q2 2026 in Review

Western Financial Corp increased its Caterpillar (CAT) stake by 3.1% in Q2 2026, buying an estimated $187K and bringing the position to 7,055 shares worth $7.51M. The position accounts for 2.2% of the portfolio, ranked #8.

Western Financial Corp first reported a position in CAT in Q4 2023 and has held it in 7 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Western Financial Corp held 7,055 shares of Caterpillar worth $7.51M as of Q2 2026.
  • Western Financial Corp bought 213 Caterpillar shares in Q2 2026, an estimated $187K.
  • Caterpillar made up 2.2% of Western Financial Corp's portfolio in Q2 2026, its #8 holding.
  • Western Financial Corp first reported a position in Caterpillar in Q4 2023 and has held it in 7 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.