Wilmington Savings Fund Society’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16M | Sell |
14,989
-351
| -2% | -$308K | 0.36% | 64 |
|
|
2026
Q1 | $10.9M | Buy |
15,340
+58
| +0.4% | +$40.2K | 0.26% | 89 |
|
|
2025
Q4 | $8.75M | Buy |
15,282
+987
| +7% | +$549K | 0.21% | 93 |
|
|
2025
Q3 | $6.82M | Sell |
14,295
-5,804
| -29% | -$2.48M | 0.16% | 110 |
|
|
2025
Q2 | $7.8M | Buy |
20,099
+231
| +1% | +$77K | 0.14% | 127 |
|
|
2025
Q1 | $6.55M | Sell |
19,868
-2,564
| -11% | -$913K | 0.12% | 143 |
|
|
2024
Q4 | $8.14M | Buy |
22,432
+1,303
| +6% | +$505K | 0.15% | 124 |
|
|
2024
Q3 | $8.26M | Buy |
21,129
+12,294
| +139% | +$4.25M | 0.15% | 124 |
|
|
2024
Q2 | $2.94M | Sell |
8,835
-24
| -0.3% | -$8.32K | 0.11% | 140 |
|
|
2024
Q1 | $3.25M | Buy |
+8,859
| New | +$2.83M | 0.12% | 139 |
|
|
2023
Q3 | $2.42M | Buy |
8,879
+1
| +0% | +$271 | 0.11% | 152 |
|
|
2023
Q2 | $2.18M | Sell |
8,878
-71
| -0.8% | -$15.8K | 0.09% | 164 |
|
|
2023
Q1 | $2.05M | Sell |
8,949
-15
| -0.2% | -$3.63K | 0.09% | 164 |
|
|
2022
Q4 | $2.15M | Hold |
8,964
| – | – | 0.1% | 161 |
|
|
2022
Q3 | $1.47M | Sell |
8,964
-750
| -8% | -$137K | 0.07% | 178 |
|
|
2022
Q2 | $1.74M | Buy |
9,714
+26
| +0.3% | +$5.48K | 0.08% | 173 |
|
|
2022
Q1 | $2.16M | Buy |
9,688
+217
| +2% | +$45.5K | 0.08% | 170 |
|
|
2021
Q4 | $1.96M | Hold |
9,471
| – | – | 0.07% | 177 |
|
|
2021
Q3 | $1.82M | Sell |
9,471
-70
| -0.7% | -$14.6K | 0.07% | 178 |
|
|
2021
Q2 | $2.08M | Buy |
9,541
+71
| +0.7% | +$16.4K | 0.08% | 177 |
|
|
2021
Q1 | $2.2M | Buy |
9,470
+237
| +3% | +$49.1K | 0.09% | 172 |
|
|
2020
Q4 | $1.68M | Sell |
9,233
-836
| -8% | -$142K | 0.07% | 181 |
|
|
2020
Q3 | $1.5M | Sell |
10,069
-15
| -0.1% | -$2.11K | 0.07% | 181 |
|
|
2020
Q2 | $1.27M | Sell |
10,084
-1,210
| -11% | -$143K | 0.06% | 193 |
|
|
2020
Q1 | $1.31M | Buy |
11,294
+1,005
| +10% | +$128K | 0.08% | 174 |
|
|
2019
Q4 | $1.52M | Buy |
10,289
+1,467
| +17% | +$205K | 0.08% | 159 |
|
|
2019
Q3 | $1.11M | Sell |
8,822
-897
| -9% | -$114K | 0.06% | 177 |
|
|
2019
Q2 | $1.32M | Sell |
9,719
-1,502
| -13% | -$198K | 0.07% | 172 |
|
|
2019
Q1 | $1.52M | Sell |
11,221
-1,736
| -13% | -$231K | 0.08% | 165 |
|
|
2018
Q4 | $1.65M | Sell |
12,957
-790
| -6% | -$103K | 0.1% | 160 |
|
|
2018
Q3 | $2.1M | Sell |
13,747
-620
| -4% | -$87.7K | 0.11% | 157 |
|
|
2018
Q2 | $1.95M | Buy |
14,367
+361
| +3% | +$53.9K | 0.11% | 157 |
|
|
2018
Q1 | $2.06M | Buy |
14,006
+344
| +3% | +$54.3K | 0.12% | 154 |
|
|
2017
Q4 | $2.15M | Sell |
13,662
-76
| -0.6% | -$10.5K | 0.12% | 156 |
|
|
2017
Q3 | $1.71M | Buy |
13,738
+234
| +2% | +$26.9K | 0.1% | 174 |
|
|
2017
Q2 | $1.45M | Hold |
13,504
| – | – | 0.09% | 186 |
|
|
2017
Q1 | $1.25M | Buy |
13,504
+1,590
| +13% | +$151K | 0.08% | 187 |
|
|
2016
Q4 | $1.1M | Sell |
11,914
-2,014
| -14% | -$183K | 0.07% | 199 |
|
|
2016
Q3 | $1.24M | Hold |
13,928
| – | – | 0.08% | 191 |
|
|
2016
Q2 | $1.06M | Sell |
13,928
-941
| -6% | -$70.5K | 0.07% | 204 |
|
|
2016
Q1 | $1.14M | Buy |
14,869
+557
| +4% | +$37.4K | 0.07% | 204 |
|
|
2015
Q4 | $972K | Sell |
14,312
-1,839
| -11% | -$129K | 0.06% | 210 |
|
|
2015
Q3 | $1.06M | Sell |
16,151
-324
| -2% | -$24.8K | 0.07% | 204 |
|
|
2015
Q2 | $1.4M | Sell |
16,475
-410
| -2% | -$35.3K | 0.08% | 193 |
|
|
2015
Q1 | $1.35M | Buy |
16,885
+1,159
| +7% | +$96.3K | 0.08% | 193 |
|
|
2014
Q4 | $1.44M | Sell |
15,726
-24
| -0.2% | -$2.34K | 0.08% | 192 |
|
|
2014
Q3 | $1.56M | Sell |
15,750
-3,439
| -18% | -$365K | 0.09% | 196 |
|
|
2014
Q2 | $2.08M | Sell |
19,189
-88
| -0.5% | -$9.24K | 0.11% | 180 |
|
|
2014
Q1 | $1.92M | Sell |
19,277
-1,383
| -7% | -$130K | 0.11% | 191 |
|
|
2013
Q4 | $1.88M | Sell |
20,660
-328
| -2% | -$28K | 0.11% | 194 |
|
|
2013
Q3 | $1.75M | Buy |
20,988
+310
| +1% | +$26.2K | 0.11% | 199 |
|
|
2013
Q2 | $1.71M | Buy |
+20,678
| New | +$1.76M | 0.11% | 200 |
|
Other funds holding CAT
ECSS
SMDAM
AIM
Wilmington Savings Fund Society's CAT Position: Q2 2026 in Review
Wilmington Savings Fund Society reduced its Caterpillar (CAT) stake by 2.3% in Q2 2026, selling an estimated $308K and leaving 14,989 shares worth $16M. The position accounts for 0.36% of the portfolio, ranked #64.
Wilmington Savings Fund Society first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Wilmington Savings Fund Society held 14,989 shares of Caterpillar worth $16M as of Q2 2026.
- Wilmington Savings Fund Society sold 351 Caterpillar shares in Q2 2026, an estimated $308K.
- Caterpillar made up 0.36% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #64 holding.
- Wilmington Savings Fund Society first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.