Winebrenner Capital Management’s Caterpillar CAT Stock Holding History

Winebrenner Capital Management’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	$2.71M	Sell	2,541 -148	-6%	-$130K	1.65%	10
2026 Q1	$1.91M	Buy	2,689 +8	+0.3%	+$5.54K	1.22%	21
2025 Q4	$1.54M	Buy	2,681 +41	+2%	+$22.8K	1.02%	25
2025 Q3	$1.26M	Hold	2,640	–	–	0.91%	32
2025 Q2	$1.02M	Buy	2,640 +140	+6%	+$46.7K	0.83%	37
2025 Q1	$825K	Sell	2,500 -140	-5%	-$49.9K	0.74%	41
2024 Q4	$958K	Buy	+2,640	New	+$1.02M	0.74%	41

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Winebrenner Capital Management's CAT Position: Q2 2026 in Review

Winebrenner Capital Management reduced its Caterpillar (CAT) stake by 5.5% in Q2 2026, selling an estimated $130K and leaving 2,541 shares worth $2.71M. The position accounts for 1.65% of the portfolio, ranked #10.

Winebrenner Capital Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Winebrenner Capital Management held 2,541 shares of Caterpillar worth $2.71M as of Q2 2026.
Winebrenner Capital Management sold 148 Caterpillar shares in Q2 2026, an estimated $130K.
Caterpillar made up 1.65% of Winebrenner Capital Management's portfolio in Q2 2026, its #10 holding.
Winebrenner Capital Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.