William John Sempolinski
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William John Sempolinski’s Caterpillar CAT Stock Holding History

William John Sempolinski’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
Q3 		$1.33M Sell
1,636
-194
-11% -$165K 0.51% 40
2026
Q2 		$1.95M Hold
1,830
– – 0.79% 29
2026
Q1 		$1.3M Buy
1,830
+200
+12% +$139K 0.65% 33
2025
Q4 		$934K Buy
+1,630
New +$906K 0.46% 44

Other funds holding CAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

William John Sempolinski's CAT Position: Q3 2026 in Review

William John Sempolinski reduced its Caterpillar (CAT) stake by 11% in Q3 2026, selling an estimated $165K and leaving 1,636 shares worth $1.33M. The position accounts for 0.51% of the portfolio, ranked #40.

William John Sempolinski first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.95M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • William John Sempolinski held 1,636 shares of Caterpillar worth $1.33M as of Q3 2026.
  • William John Sempolinski sold 194 Caterpillar shares in Q3 2026, an estimated $165K.
  • Caterpillar made up 0.51% of William John Sempolinski's portfolio in Q3 2026, its #40 holding.
  • William John Sempolinski first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • William John Sempolinski's Caterpillar position peaked at $1.95M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on William John Sempolinski's 13F filing for Q3 2026, filed 20 Oct 2026.