WTC
CAT icon

WhitTier Trust Company’s Caterpillar CAT Stock Holding History

WhitTier Trust Company’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 		$30.7M Sell
32,644
-832
-2% -$731K 0.57% 37
2026
Q1 		$24.1M Sell
33,476
-280
-0.8% -$194K 0.5% 44
2025
Q4 		$21M Sell
33,756
-480
-1% -$267K 0.44% 53
2025
Q3 		$17M Buy
34,236
+107
+0.3% +$45.7K 0.36% 61
2025
Q2 		$13.2M Sell
34,129
-460
-1% -$153K 0.3% 74
2025
Q1 		$11.4M Sell
34,589
-407
-1% -$145K 0.29% 79
2024
Q4 		$12.7M Sell
34,996
-123
-0.4% -$47.7K 0.31% 72
2024
Q3 		$13.7M Sell
35,119
-472
-1% -$163K 0.35% 64
2024
Q2 		$11.9M Sell
35,591
-902
-2% -$313K 0.33% 68
2024
Q1 		$13.4M Buy
36,493
+784
+2% +$251K 0.38% 65
2023
Q4 		$10.6M Buy
35,709
+66
+0.2% +$17.1K 0.34% 70
2023
Q3 		$9.73M Sell
35,643
-406
-1% -$110K 0.34% 69
2023
Q2 		$8.87M Sell
36,049
-335
-0.9% -$74.7K 0.3% 80
2023
Q1 		$8.33M Sell
36,384
-882
-2% -$213K 0.31% 82
2022
Q4 		$8.93M Buy
37,266
+74
+0.2% +$16.1K 0.35% 66
2022
Q3 		$6.1M Buy
37,192
+3,165
+9% +$578K 0.26% 92
2022
Q2 		$6.08M Buy
34,027
+1,935
+6% +$408K 0.25% 94
2022
Q1 		$7.15M Buy
32,092
+264
+0.8% +$55.4K 0.26% 93
2021
Q4 		$6.58M Buy
31,828
+27
+0.1% +$5.44K 0.24% 98
2021
Q3 		$6.1M Buy
31,801
+768
+2% +$160K 0.25% 100
2021
Q2 		$6.75M Buy
31,033
+413
+1% +$95.4K 0.28% 85
2021
Q1 		$7.1M Sell
30,620
-119
-0.4% -$24.6K 0.32% 77
2020
Q4 		$5.59M Sell
30,739
-215
-0.7% -$36.5K 0.28% 89
2020
Q3 		$4.62M Sell
30,954
-262
-0.8% -$36.8K 0.27% 92
2020
Q2 		$3.95M Sell
31,216
-22
-0.1% -$2.61K 0.25% 98
2020
Q1 		$3.63M Sell
31,238
-195
-0.6% -$24.9K 0.28% 90
2019
Q4 		$4.64M Sell
31,433
-1,960
-6% -$274K 0.3% 90
2019
Q3 		$4.22M Sell
33,393
-250
-0.7% -$31.8K 0.29% 92
2019
Q2 		$4.59M Sell
33,643
-164
-0.5% -$21.7K 0.33% 88
2019
Q1 		$4.58M Hold
33,807
– – 0.34% 83
2018
Q4 		$4.3M Sell
33,807
-138
-0.4% -$18K 0.35% 75
2018
Q3 		$5.18M Sell
33,945
-437
-1% -$61.8K 0.38% 70
2018
Q2 		$4.66M Buy
34,382
+504
+1% +$75.3K 0.37% 76
2018
Q1 		$4.99M Sell
33,878
-485
-1% -$76.6K 0.41% 68
2017
Q4 		$5.42M Sell
34,363
-342
-1% -$47.4K 0.46% 61
2017
Q3 		$4.33M Buy
34,705
+38
+0.1% +$4.38K 0.4% 71
2017
Q2 		$3.73M Sell
34,667
-71
-0.2% -$7.21K 0.36% 77
2017
Q1 		$3.22M Sell
34,738
-4,645
-12% -$440K 0.32% 86
2016
Q4 		$3.65M Sell
39,383
-1,067
-3% -$96.7K 0.39% 77
2016
Q3 		$3.59M Sell
40,450
-765
-2% -$62.6K 0.41% 71
2016
Q2 		$3.13M Sell
41,215
-622
-1% -$46.6K 0.36% 79
2016
Q1 		$3.2M Sell
41,837
-10,906
-21% -$731K 0.37% 72
2015
Q4 		$3.58M Sell
52,743
-18,610
-26% -$1.3M 0.42% 69
2015
Q3 		$4.66M Sell
71,353
-5,793
-8% -$443K 0.57% 55
2015
Q2 		$6.54M Sell
77,146
-900
-1% -$77.4K 0.73% 36
2015
Q1 		$6.25M Buy
78,046
+206
+0.3% +$17.1K 0.69% 45
2014
Q4 		$7.13M Sell
77,840
-69
-0.1% -$6.72K 0.8% 31
2014
Q3 		$7.72M Sell
77,909
-93
-0.1% -$9.86K 0.89% 26
2014
Q2 		$8.48M Sell
78,002
-2,495
-3% -$262K 0.95% 22
2014
Q1 		$8M Buy
80,497
+932
+1% +$87.9K 0.94% 24
2013
Q4 		$7.22M Buy
79,565
+21,825
+38% +$1.86M 0.87% 27
2013
Q3 		$4.82M Buy
57,740
+7,789
+16% +$659K 0.65% 51
2013
Q2 		$4.12M Buy
+49,951
New +$4.25M 0.59% 52

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

WhitTier Trust Company's CAT Position: Q2 2026 in Review

WhitTier Trust Company reduced its Caterpillar (CAT) stake by 2.5% in Q2 2026, selling an estimated $731K and leaving 32,644 shares worth $30.7M. The position accounts for 0.57% of the portfolio, ranked #37.

WhitTier Trust Company first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • WhitTier Trust Company held 32,644 shares of Caterpillar worth $30.7M as of Q2 2026.
  • WhitTier Trust Company sold 832 Caterpillar shares in Q2 2026, an estimated $731K.
  • Caterpillar made up 0.57% of WhitTier Trust Company's portfolio in Q2 2026, its #37 holding.
  • WhitTier Trust Company first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.