WC
CAT icon

Whitney & Co’s Caterpillar CAT Stock Holding History

Whitney & Co’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 		$422K Buy
+396
New +$348K 0.03% 130
2024
Q4 		– Sell
-687
Closed -$269K – 134
2024
Q3 		$269K Buy
+687
New +$237K 0.03% 110
2024
Q2 		– Sell
-550
Closed -$202K – 124
2024
Q1 		$202K Buy
+550
New +$176K 0.02% 126
2018
Q4 		– Sell
-385
Closed -$51K – 158
2018
Q3 		$51K Hold
385
– – 0.01% 179
2018
Q2 		$52K Buy
385
+100
+35% +$14.9K 0.01% 160
2018
Q1 		$42K Buy
+285
New +$45K 0.01% 181
2016
Q2 		– Sell
-29,042
Closed -$2.22M – 105
2016
Q1 		$2.22M Sell
29,042
-1,200
-4% -$80.5K 0.95% 44
2015
Q4 		$2.06M Sell
30,242
-8,516
-22% -$595K 0.9% 47
2015
Q3 		$2.53M Sell
38,758
-284
-0.7% -$21.7K 1.15% 40
2015
Q2 		$3.31M Sell
39,042
-625
-2% -$53.7K 1.44% 28
2015
Q1 		$3.17M Buy
39,667
+600
+2% +$49.9K 1.42% 31
2014
Q4 		$3.58M Buy
39,067
+950
+2% +$92.5K 1.6% 23
2014
Q3 		$3.77M Buy
38,117
+50
+0.1% +$5.3K 1.74% 16
2014
Q2 		$4.14M Sell
38,067
-100
-0.3% -$10.5K 1.91% 13
2014
Q1 		$3.79M Buy
38,167
+525
+1% +$49.5K 1.91% 13
2013
Q4 		$3.42M Buy
37,642
+2,725
+8% +$233K 1.89% 16
2013
Q3 		$2.91M Hold
34,917
– – 2.04% 11
2013
Q2 		$2.88M Buy
+34,917
New +$2.97M 2.1% 10

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Whitney & Co's CAT Position: Q2 2026 in Review

Whitney & Co opened a new position in Caterpillar (CAT) in Q2 2026: 396 shares worth $422K. The stake represents 0.03% of the portfolio and ranks #130 among its holdings. This is a return to the name: Whitney & Co previously reported a position in CAT as recently as Q3 2024.

Whitney & Co first reported a position in CAT in Q2 2013 and has held it in 18 quarters since. The position peaked at $4.14M in Q2 2014. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Whitney & Co held 396 shares of Caterpillar worth $422K as of Q2 2026.
  • Caterpillar was a new Whitney & Co position in Q2 2026.
  • Caterpillar made up 0.03% of Whitney & Co's portfolio in Q2 2026, its #130 holding.
  • Whitney & Co first reported a position in Caterpillar in Q2 2013 and has held it in 18 quarters since.
  • Whitney & Co's Caterpillar position peaked at $4.14M in Q2 2014.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.