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Westhampton Capital’s Caterpillar CAT Stock Holding History

Westhampton Capital’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 		$4.31M Sell
4,050
-100
-2% -$87.8K 1.79% 12
2026
Q1 		$2.94M Buy
4,150
+40
+1% +$27.7K 1.37% 20
2025
Q4 		$2.35M Hold
4,110
– – 1.11% 26
2025
Q3 		$1.96M Hold
4,110
– – 0.96% 29
2025
Q2 		$1.6M Hold
4,110
– – 0.82% 40
2025
Q1 		$1.36M Sell
4,110
-400
-9% -$142K 0.74% 48
2024
Q4 		$1.64M Hold
4,510
– – 0.84% 39
2024
Q3 		$1.76M Hold
4,510
– – 0.9% 38
2024
Q2 		$1.5M Hold
4,510
– – 0.81% 43
2024
Q1 		$1.65M Hold
4,510
– – 0.9% 37
2023
Q4 		$1.33M Hold
4,510
– – 0.79% 46
2023
Q3 		$1.23M Hold
4,510
– – 0.79% 45
2023
Q2 		$1.11M Hold
4,510
– – 0.72% 46
2023
Q1 		$1.03M Hold
4,510
– – 0.66% 52
2022
Q4 		$1.08M Sell
4,510
-15
-0.3% -$3.27K 0.73% 52
2022
Q3 		$742K Hold
4,525
– – 0.56% 58
2022
Q2 		$809K Hold
4,525
– – 0.57% 56
2022
Q1 		$1.01M Buy
4,525
+200
+5% +$41.9K 0.65% 51
2021
Q4 		$894K Buy
4,325
+460
+12% +$92.6K 0.55% 56
2021
Q3 		$742K Buy
3,865
+225
+6% +$46.9K 0.51% 62
2021
Q2 		$792K Buy
3,640
+100
+3% +$23.1K 0.51% 59
2021
Q1 		$821K Buy
3,540
+100
+3% +$20.7K 0.57% 55
2020
Q4 		$626K Sell
3,440
-30
-0.9% -$5.09K 0.47% 60
2020
Q3 		$518K Hold
3,470
– – 0.42% 65
2020
Q2 		$439K Sell
3,470
-175
-5% -$20.7K 0.38% 72
2020
Q1 		$423K Buy
3,645
+85
+2% +$10.9K 0.44% 65
2019
Q4 		$526K Sell
3,560
-800
-18% -$112K 0.43% 69
2019
Q3 		$551K Hold
4,360
– – 0.46% 59
2019
Q2 		$594K Buy
+4,360
New +$576K 0.5% 58

Other funds holding CAT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Westhampton Capital's CAT Position: Q2 2026 in Review

Westhampton Capital reduced its Caterpillar (CAT) stake by 2.4% in Q2 2026, selling an estimated $87.8K and leaving 4,050 shares worth $4.31M. The position accounts for 1.79% of the portfolio, ranked #12.

Westhampton Capital first reported a position in CAT in Q2 2019 and has held it in 29 quarters since. 1,528 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Westhampton Capital held 4,050 shares of Caterpillar worth $4.31M as of Q2 2026.
  • Westhampton Capital sold 100 Caterpillar shares in Q2 2026, an estimated $87.8K.
  • Caterpillar made up 1.79% of Westhampton Capital's portfolio in Q2 2026, its #12 holding.
  • Westhampton Capital first reported a position in Caterpillar in Q2 2019 and has held it in 29 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Westhampton Capital's 13F filing for Q2 2026, filed 14 Jul 2026.