WA
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Westfuller Advisors’s Caterpillar CAT Stock Holding History

Westfuller 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 		$163K Buy
153
+145
+1,813% +$127K 0.06% 167
2026
Q1 		$5.67K Sell
8
-4
-33% -$2.77K ﹤0.01% 528
2025
Q4 		$6.87K Buy
12
+7
+140% +$3.89K ﹤0.01% 518
2025
Q3 		$2.39K Buy
+5
New +$2.13K ﹤0.01% 630

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Westfuller Advisors's CAT Position: Q2 2026 in Review

Westfuller Advisors increased its Caterpillar (CAT) stake by 1,813% in Q2 2026, buying an estimated $127K and bringing the position to 153 shares worth $163K. The position accounts for 0.06% of the portfolio, ranked #167.

Westfuller Advisors first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Westfuller Advisors held 153 shares of Caterpillar worth $163K as of Q2 2026.
  • Westfuller Advisors bought 145 Caterpillar shares in Q2 2026, an estimated $127K.
  • Caterpillar made up 0.06% of Westfuller Advisors's portfolio in Q2 2026, its #167 holding.
  • Westfuller Advisors first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.