WestHill Financial Advisors’s Caterpillar CAT Stock Holding History

WestHill Financial 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	$896K	Sell	841 -570	-40%	-$501K	0.15%	37
2026 Q1	$1,000K	Sell	1,411 -25	-2%	-$17.3K	0.19%	33
2025 Q4	$823K	Buy	1,436 +204	+17%	+$113K	0.16%	37
2025 Q3	$588K	Hold	1,232	–	–	0.12%	39
2025 Q2	$478K	Hold	1,232	–	–	0.1%	42
2025 Q1	$406K	Sell	1,232 -154	-11%	-$54.9K	0.09%	48
2024 Q4	$503K	Hold	1,386	–	–	0.11%	42
2024 Q3	$542K	Hold	1,386	–	–	0.12%	41
2024 Q2	$462K	Hold	1,386	–	–	0.11%	40
2024 Q1	$508K	Sell	1,386 -33	-2%	-$10.5K	0.12%	37
2023 Q4	$420K	Buy	1,419 +8	+0.6%	+$2.08K	0.11%	42
2023 Q3	$385K	Hold	1,411	–	–	0.11%	43
2023 Q2	$347K	Hold	1,411	–	–	0.1%	42
2023 Q1	$323K	Sell	1,411 -400	-22%	-$96.7K	0.1%	41
2022 Q4	$434K	Buy	1,811 +400	+28%	+$87.1K	0.14%	41
2022 Q3	$232K	Buy	1,411 +72	+5%	+$13.2K	0.08%	50
2022 Q2	$239K	Hold	1,339	–	–	0.08%	54
2022 Q1	$298K	Hold	1,339	–	–	0.09%	50
2021 Q4	$277K	Buy	1,339 +7	+0.5%	+$1.41K	0.08%	57
2021 Q3	$256K	Buy	+1,332	New	+$277K	0.08%	51

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

WestHill Financial Advisors's CAT Position: Q2 2026 in Review

WestHill Financial Advisors reduced its Caterpillar (CAT) stake by 40% in Q2 2026, selling an estimated $501K and leaving 841 shares worth $896K. The position accounts for 0.15% of the portfolio, ranked #37.

WestHill Financial Advisors first reported a position in CAT in Q3 2021 and has held it in 20 quarters since. The position peaked at $1,000K in Q1 2026. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

WestHill Financial Advisors held 841 shares of Caterpillar worth $896K as of Q2 2026.
WestHill Financial Advisors sold 570 Caterpillar shares in Q2 2026, an estimated $501K.
Caterpillar made up 0.15% of WestHill Financial Advisors's portfolio in Q2 2026, its #37 holding.
WestHill Financial Advisors first reported a position in Caterpillar in Q3 2021 and has held it in 20 quarters since.
WestHill Financial Advisors's Caterpillar position peaked at $1,000K in Q1 2026.
4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.