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Whipplewood Advisors’s Caterpillar CAT Stock Holding History

Whipplewood 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 		$7.45K Sell
7
-50
-88% -$43.9K 0.01% 274
2026
Q1 		$40.4K Buy
57
+51
+850% +$35.3K 0.02% 295
2025
Q4 		$3.44K Buy
+6
New +$3.33K ﹤0.01% 319
2025
Q3 		– Sell
-117
Closed -$45.4K – 428
2025
Q2 		$45.4K Sell
117
-319
-73% -$106K 0.03% 327
2025
Q1 		$40.2K Buy
436
+337
+340% +$120K 0.02% 343
2024
Q4 		$35.9K Buy
+99
New +$38.4K 0.02% 359

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Whipplewood Advisors's CAT Position: Q2 2026 in Review

Whipplewood Advisors reduced its Caterpillar (CAT) stake by 88% in Q2 2026, selling an estimated $43.9K and leaving 7 shares worth $7.45K. The position accounts for 0.01% of the portfolio, ranked #274.

Whipplewood Advisors first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.4K in Q2 2025. 1,885 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Whipplewood Advisors held 7 shares of Caterpillar worth $7.45K as of Q2 2026.
  • Whipplewood Advisors sold 50 Caterpillar shares in Q2 2026, an estimated $43.9K.
  • Caterpillar made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #274 holding.
  • Whipplewood Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Caterpillar position peaked at $45.4K in Q2 2025.
  • 1,885 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.