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Westshore Wealth’s Caterpillar CAT Stock Holding History

Westshore Wealth’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 		$1.25M Sell
1,171
-3
-0.3% -$2.63K 0.39% 30
2026
Q1 		$832K Sell
1,174
-36
-3% -$24.9K 0.29% 37
2025
Q4 		$693K Sell
1,210
-78
-6% -$43.4K 0.23% 39
2025
Q3 		$614K Sell
1,288
-28
-2% -$12K 0.21% 42
2025
Q2 		$511K Buy
1,316
+1
+0.1% +$333 0.2% 43
2025
Q1 		$434K Sell
1,315
-8
-0.6% -$2.85K 0.18% 51
2024
Q4 		$480K Hold
1,323
– – 0.19% 40
2024
Q3 		$517K Sell
1,323
-23
-2% -$7.94K 0.21% 37
2024
Q2 		$448K Sell
1,346
-9
-0.7% -$3.12K 0.19% 37
2024
Q1 		$497K Sell
1,355
-8
-0.6% -$2.56K 0.21% 37
2023
Q4 		$403K Sell
1,363
-8
-0.6% -$2.08K 0.19% 41
2023
Q3 		$374K Buy
1,371
+9
+0.7% +$2.44K 0.21% 39
2023
Q2 		$335K Sell
1,362
-27
-2% -$6.02K 0.17% 58
2023
Q1 		$318K Buy
1,389
+79
+6% +$19.1K 0.17% 65
2022
Q4 		$314K Hold
1,310
– – 0.18% 66
2022
Q3 		$215K Buy
1,310
+176
+16% +$32.2K 0.15% 85
2022
Q2 		$203K Buy
1,134
+192
+20% +$40.5K 0.13% 91
2022
Q1 		$210K Buy
+942
New +$198K 0.14% 88
2021
Q3 		– Sell
-5,734
Closed -$1.25M – 90
2021
Q2 		$1.25M Buy
5,734
+8
+0.1% +$1.85K 0.64% 28
2021
Q1 		$1.33M Buy
+5,726
New +$1.19M 0.76% 27

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Westshore Wealth's CAT Position: Q2 2026 in Review

Westshore Wealth reduced its Caterpillar (CAT) stake by 0.26% in Q2 2026, selling an estimated $2.63K and leaving 1,171 shares worth $1.25M. The position accounts for 0.39% of the portfolio, ranked #30.

Westshore Wealth first reported a position in CAT in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.33M in Q1 2021. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Westshore Wealth held 1,171 shares of Caterpillar worth $1.25M as of Q2 2026.
  • Westshore Wealth sold 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.39% of Westshore Wealth's portfolio in Q2 2026, its #30 holding.
  • Westshore Wealth first reported a position in Caterpillar in Q1 2021 and has held it in 20 quarters since.
  • Westshore Wealth's Caterpillar position peaked at $1.33M in Q1 2021.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.