William B. Walkup & Associates’s Caterpillar CAT Stock Holding History

William B. Walkup & Associates’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	$4.26K	Buy	+4	New	+$3.51K	﹤0.01%	158

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

William B. Walkup & Associates's CAT Position: Q2 2026 in Review

William B. Walkup & Associates opened a new position in Caterpillar (CAT) in Q2 2026: 4 shares worth $4.26K. The stake represents ﹤0.01% of the portfolio and ranks #158 among its holdings.

1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

William B. Walkup & Associates held 4 shares of Caterpillar worth $4.26K as of Q2 2026.
Caterpillar was a new William B. Walkup & Associates position in Q2 2026.
Caterpillar made up ﹤0.01% of William B. Walkup & Associates's portfolio in Q2 2026, its #158 holding.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.