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Widmann Financial Services’s Caterpillar CAT Stock Holding History

Widmann Financial Services’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 		$4.58M Sell
4,300
-75
-2% -$65.9K 2.46% 10
2026
Q1 		$3.1M Sell
4,375
-99
-2% -$68.6K 1.84% 13
2025
Q4 		$2.56M Hold
4,474
– – 1.57% 16
2025
Q3 		$2.13M Sell
4,474
-55
-1% -$23.5K 1.34% 20
2025
Q2 		$1.76M Buy
4,529
+18
+0.4% +$6K 1.23% 23
2025
Q1 		$1.49M Buy
4,511
+185
+4% +$65.9K 1.16% 25
2024
Q4 		$1.57M Sell
4,326
-95
-2% -$36.8K 1.21% 22
2024
Q3 		$1.73M Sell
4,421
-30
-0.7% -$10.4K 1.31% 22
2024
Q2 		$1.48M Sell
4,451
-51
-1% -$17.7K 1.21% 23
2024
Q1 		$1.65M Sell
4,502
-140
-3% -$44.7K 1.39% 22
2023
Q4 		$1.37M Sell
4,642
-34
-0.7% -$8.82K 1.24% 26
2023
Q3 		$1.28M Sell
4,676
-20
-0.4% -$5.43K 1.27% 27
2023
Q2 		$1.16M Sell
4,696
-40
-0.8% -$8.92K 1.11% 33
2023
Q1 		$1.08M Sell
4,736
-49
-1% -$11.8K 1.09% 34
2022
Q4 		$1.15M Buy
4,785
+196
+4% +$42.7K 1.2% 29
2022
Q3 		$753K Buy
4,589
+80
+2% +$14.6K 0.83% 44
2022
Q2 		$806K Buy
4,509
+61
+1% +$12.9K 0.83% 44
2022
Q1 		$991K Buy
4,448
+211
+5% +$44.3K 0.88% 39
2021
Q4 		$876K Buy
+4,237
New +$853K 0.72% 42

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Widmann Financial Services's CAT Position: Q2 2026 in Review

Widmann Financial Services reduced its Caterpillar (CAT) stake by 1.7% in Q2 2026, selling an estimated $65.9K and leaving 4,300 shares worth $4.58M. The position accounts for 2.46% of the portfolio, ranked #10.

Widmann Financial Services first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Widmann Financial Services held 4,300 shares of Caterpillar worth $4.58M as of Q2 2026.
  • Widmann Financial Services sold 75 Caterpillar shares in Q2 2026, an estimated $65.9K.
  • Caterpillar made up 2.46% of Widmann Financial Services's portfolio in Q2 2026, its #10 holding.
  • Widmann Financial Services first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.