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WFA of San Diego’s Caterpillar CAT Stock Holding History

WFA of San Diego’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 		$2.09M Buy
2,448
+39
+2% +$34.3K 1.71% 17
2026
Q1 		$1.71M Buy
2,409
+163
+7% +$113K 1.37% 20
2025
Q4 		$1.29M Sell
2,246
-115
-5% -$63.9K 0.94% 29
2025
Q3 		$1.13M Hold
2,361
– – 0.77% 31
2025
Q2 		$917K Buy
+2,361
New +$787K 0.67% 35
2024
Q3 		$907K Hold
2,318
– – 0.76% 30
2024
Q2 		$772K Buy
+2,318
New +$804K 0.69% 32
2023
Q3 		$578K Sell
2,118
-200
-9% -$54.3K 0.6% 35
2023
Q2 		$570K Buy
+2,318
New +$517K 0.56% 35
2023
Q1 		– Sell
-582
Closed -$139K – 112
2022
Q4 		$139K Buy
+582
New +$127K 0.11% 110
2022
Q3 		– Sell
-492
Closed -$88K – 125
2022
Q2 		$88K Buy
+492
New +$104K 0.08% 129
2022
Q1 		– Sell
-581
Closed -$120K – 97
2021
Q4 		$120K Buy
+581
New +$117K 0.07% 153

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

WFA of San Diego's CAT Position: Q2 2026 in Review

WFA of San Diego increased its Caterpillar (CAT) stake by 1.6% in Q2 2026, buying an estimated $34.3K and bringing the position to 2,448 shares worth $2.09M. The position accounts for 1.71% of the portfolio, ranked #17.

WFA of San Diego first reported a position in CAT in Q4 2021 and has held it in 12 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • WFA of San Diego held 2,448 shares of Caterpillar worth $2.09M as of Q2 2026.
  • WFA of San Diego bought 39 Caterpillar shares in Q2 2026, an estimated $34.3K.
  • Caterpillar made up 1.71% of WFA of San Diego's portfolio in Q2 2026, its #17 holding.
  • WFA of San Diego first reported a position in Caterpillar in Q4 2021 and has held it in 12 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.