Whitaker-Myers Wealth Managers’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Whitaker-Myers Wealth Managers's CAT Position: Q2 2026 in Review
Whitaker-Myers Wealth Managers reduced its Caterpillar (CAT) stake by 5.2% in Q2 2026, selling an estimated $13.2K and leaving 273 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #103.
Whitaker-Myers Wealth Managers first reported a position in CAT in Q1 2024 and has held it in 8 quarters since. The position peaked at $640K in Q2 2025. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Whitaker-Myers Wealth Managers held 273 shares of Caterpillar worth $291K as of Q2 2026.
- Whitaker-Myers Wealth Managers sold 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
- Caterpillar made up 0.05% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #103 holding.
- Whitaker-Myers Wealth Managers first reported a position in Caterpillar in Q1 2024 and has held it in 8 quarters since.
- Whitaker-Myers Wealth Managers's Caterpillar position peaked at $640K in Q2 2025.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.