Wimmer Associates 1’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 | $2.41M | Hold |
2,263
| – | – | 1.09% | 25 |
|
|
2026
Q1 | $1.6M | Buy |
2,263
+41
| +2% | +$28.4K | 0.78% | 34 |
|
|
2025
Q4 | $1.27M | Hold |
2,222
| – | – | 0.59% | 39 |
|
|
2025
Q3 | $1.06M | Hold |
2,222
| – | – | 0.51% | 50 |
|
|
2025
Q2 | $863K | Hold |
2,222
| – | – | 0.44% | 54 |
|
|
2025
Q1 | $783K | Sell |
2,222
-163
| -7% | -$58.1K | 0.41% | 55 |
|
|
2024
Q4 | $865K | Hold |
2,385
| – | – | 0.43% | 55 |
|
|
2024
Q3 | $933K | Hold |
2,385
| – | – | 0.46% | 52 |
|
|
2024
Q2 | $794K | Hold |
2,385
| – | – | 0.41% | 57 |
|
|
2024
Q1 | $874K | Hold |
2,385
| – | – | 0.46% | 53 |
|
|
2023
Q4 | $705K | Hold |
2,385
| – | – | 0.4% | 61 |
|
|
2023
Q3 | $651K | Sell |
2,385
-6
| -0.3% | -$1.63K | 0.41% | 58 |
|
|
2023
Q2 | $588K | Hold |
2,391
| – | – | 0.35% | 69 |
|
|
2023
Q1 | $505K | Buy |
2,391
+20
| +0.8% | +$4.83K | 0.32% | 75 |
|
|
2022
Q4 | $568K | Hold |
2,371
| – | – | 0.37% | 71 |
|
|
2022
Q3 | $513K | Hold |
2,371
| – | – | 0.34% | 73 |
|
|
2022
Q2 | $424K | Hold |
2,371
| – | – | 0.28% | 80 |
|
|
2022
Q1 | $528K | Buy |
2,371
+80
| +3% | +$16.8K | 0.29% | 74 |
|
|
2021
Q4 | $474K | Buy |
2,291
+29
| +1% | +$5.84K | 0.25% | 78 |
|
|
2021
Q3 | $434K | Buy |
2,262
+35
| +2% | +$7.29K | 0.26% | 78 |
|
|
2021
Q2 | $485K | Hold |
2,227
| – | – | 0.28% | 75 |
|
|
2021
Q1 | $516K | Sell |
2,227
-58
| -3% | -$12K | 0.28% | 71 |
|
|
2020
Q4 | $416K | Hold |
2,285
| – | – | 0.25% | 80 |
|
|
2020
Q3 | $341K | Hold |
2,285
| – | – | 0.23% | 81 |
|
|
2020
Q2 | $325K | Sell |
2,285
-116
| -5% | -$13.8K | 0.25% | 80 |
|
|
2020
Q1 | $279K | Buy |
2,401
+190
| +9% | +$24.3K | 0.26% | 77 |
|
|
2019
Q4 | $327K | Hold |
2,211
| – | – | 0.26% | 87 |
|
|
2019
Q3 | $279K | Sell |
2,211
-695
| -24% | -$88.3K | 0.24% | 86 |
|
|
2019
Q2 | $396K | Hold |
2,906
| – | – | 0.35% | 71 |
|
|
2019
Q1 | $394K | Hold |
2,906
| – | – | 0.35% | 73 |
|
|
2018
Q4 | $369K | Sell |
2,906
-147
| -5% | -$19.1K | 0.37% | 69 |
|
|
2018
Q3 | $466K | Sell |
3,053
-106
| -3% | -$15K | 0.39% | 67 |
|
|
2018
Q2 | $429K | Sell |
3,159
-100
| -3% | -$14.9K | 0.38% | 68 |
|
|
2018
Q1 | $480K | Hold |
3,259
| – | – | 0.42% | 66 |
|
|
2017
Q4 | $514K | Hold |
3,259
| – | – | 0.46% | 63 |
|
|
2017
Q3 | $406K | Buy |
3,259
+20
| +0.6% | +$2.3K | 0.37% | 75 |
|
|
2017
Q2 | $348K | Sell |
3,239
-545
| -14% | -$55.4K | 0.32% | 82 |
|
|
2017
Q1 | $351K | Sell |
3,784
-2,366
| -38% | -$224K | 0.33% | 86 |
|
|
2016
Q4 | $570K | Buy |
6,150
+896
| +17% | +$81.2K | 0.53% | 58 |
|
|
2016
Q3 | $466K | Sell |
5,254
-200
| -4% | -$16.4K | 0.42% | 71 |
|
|
2016
Q2 | $413K | Sell |
5,454
-575
| -10% | -$43.1K | 0.37% | 76 |
|
|
2016
Q1 | $461K | Sell |
6,029
-50
| -0.8% | -$3.35K | 0.42% | 68 |
|
|
2015
Q4 | $413K | Buy |
+6,079
| New | +$425K | 0.43% | 71 |
|
Other funds holding CAT
Wimmer Associates 1's CAT Position: Q2 2026 in Review
Wimmer Associates 1 held its Caterpillar (CAT) position steady in Q2 2026 at 2,263 shares worth $2.41M. The position accounts for 1.09% of the portfolio, ranked #25.
Wimmer Associates 1 first reported a position in CAT in Q4 2015 and has held it in 43 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Wimmer Associates 1 held 2,263 shares of Caterpillar worth $2.41M as of Q2 2026.
- Wimmer Associates 1 left its Caterpillar share count unchanged in Q2 2026.
- Caterpillar made up 1.09% of Wimmer Associates 1's portfolio in Q2 2026, its #25 holding.
- Wimmer Associates 1 first reported a position in Caterpillar in Q4 2015 and has held it in 43 quarters since.
- 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Wimmer Associates 1's 13F filing for Q2 2026, filed 14 Aug 2026.