Winebrenner Capital Management
CAT icon

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
Q3 		$2.06M Hold
2,541
– – 1.33% 20
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 		$824K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Winebrenner Capital Management's CAT Position: Q3 2026 in Review

Winebrenner Capital Management held its Caterpillar (CAT) position steady in Q3 2026 at 2,541 shares worth $2.06M. The position accounts for 1.33% of the portfolio, ranked #20.

Winebrenner Capital Management first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.71M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Winebrenner Capital Management held 2,541 shares of Caterpillar worth $2.06M as of Q3 2026.
  • Winebrenner Capital Management left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 1.33% of Winebrenner Capital Management's portfolio in Q3 2026, its #20 holding.
  • Winebrenner Capital Management first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
  • Winebrenner Capital Management's Caterpillar position peaked at $2.71M in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Winebrenner Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.