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Wilkins Investment Counsel’s Caterpillar CAT Stock Holding History

Wilkins Investment Counsel’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 		$3.54M Sell
3,325
-203
-6% -$178K 0.48% 49
2026
Q1 		$2.5M Sell
3,528
-255
-7% -$177K 0.36% 53
2025
Q4 		$2.17M Sell
3,783
-68
-2% -$37.8K 0.32% 55
2025
Q3 		$1.84M Buy
3,851
+10
+0.3% +$4.27K 0.26% 64
2025
Q2 		$1.49M Sell
3,841
-329
-8% -$110K 0.21% 70
2025
Q1 		$1.38M Sell
4,170
-100
-2% -$35.6K 0.2% 67
2024
Q4 		$1.55M Buy
4,270
+1,150
+37% +$446K 0.22% 66
2024
Q3 		$1.22M Sell
3,120
-100
-3% -$34.5K 0.17% 74
2024
Q2 		$1.07M Buy
3,220
+185
+6% +$64.1K 0.16% 75
2024
Q1 		$1.11M Buy
+3,035
New +$970K 0.16% 73

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Wilkins Investment Counsel's CAT Position: Q2 2026 in Review

Wilkins Investment Counsel reduced its Caterpillar (CAT) stake by 5.8% in Q2 2026, selling an estimated $178K and leaving 3,325 shares worth $3.54M. The position accounts for 0.48% of the portfolio, ranked #49.

Wilkins Investment Counsel first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,065 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Wilkins Investment Counsel held 3,325 shares of Caterpillar worth $3.54M as of Q2 2026.
  • Wilkins Investment Counsel sold 203 Caterpillar shares in Q2 2026, an estimated $178K.
  • Caterpillar made up 0.48% of Wilkins Investment Counsel's portfolio in Q2 2026, its #49 holding.
  • Wilkins Investment Counsel first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,065 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Wilkins Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.