Westover Capital Advisors’s Caterpillar CAT Stock Holding History

Westover Capital 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	$4.98M	Hold	4,676	–	–	0.83%	33
2026 Q1	$3.31M	Hold	4,676	–	–	0.61%	41
2025 Q4	$2.68M	Hold	4,676	–	–	0.49%	47
2025 Q3	$2.23M	Hold	4,676	–	–	0.41%	52
2025 Q2	$1.82M	Hold	4,676	–	–	0.36%	63
2025 Q1	$1.54M	Buy	4,676 +430	+10%	+$153K	0.34%	66
2024 Q4	$1.54M	Hold	4,246	–	–	0.34%	72
2024 Q3	$1.66M	Buy	4,246 +775	+22%	+$268K	0.32%	71
2024 Q2	$1.16M	Buy	3,471 +2,202	+174%	+$764K	0.3%	84
2024 Q1	$465K	Buy	1,269 +85	+7%	+$27.2K	0.14%	117
2023 Q4	$350K	Hold	1,184	–	–	0.11%	126
2023 Q3	$323K	Hold	1,184	–	–	0.12%	133
2023 Q2	$291K	Buy	1,184 +1	+0.1%	+$223	0.1%	144
2023 Q1	$271K	Hold	1,183	–	–	0.1%	138
2022 Q4	$283K	Buy	+1,183	New	+$258K	0.11%	126
2014 Q1	–	Sell	-23,043	Closed	-$2.09M	–	82
2013 Q4	$2.09M	Sell	23,043 -1,572	-6%	-$134K	2%	20
2013 Q3	$2.05M	Sell	24,615 -4,031	-14%	-$341K	2.13%	18
2013 Q2	$2.36M	Buy	+28,646	New	+$2.44M	2.32%	17

Other funds holding CAT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Westover Capital Advisors's CAT Position: Q2 2026 in Review

Westover Capital Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 4,676 shares worth $4.98M. The position accounts for 0.83% of the portfolio, ranked #33.

Westover Capital Advisors first reported a position in CAT in Q2 2013 and has held it in 18 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Westover Capital Advisors held 4,676 shares of Caterpillar worth $4.98M as of Q2 2026.
Westover Capital Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.83% of Westover Capital Advisors's portfolio in Q2 2026, its #33 holding.
Westover Capital Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 18 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.