Winning Points Advisors’s Caterpillar CAT Stock Holding History

Winning Points Advisors’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	$213K	Buy	+200	New	+$176K	0.28%	41
2022 Q1	–	Sell	-1,830	Closed	-$249K	–	62
2021 Q4	$249K	Buy	+1,830	New	+$368K	0.18%	64
2021 Q2	–	Sell	-1,830	Closed	-$424K	–	59
2021 Q1	$424K	Hold	1,830	–	–	0.32%	46
2020 Q4	$333K	Hold	1,830	–	–	0.27%	48
2020 Q3	$273K	Hold	1,830	–	–	0.23%	50
2020 Q2	$231K	Hold	1,830	–	–	0.22%	49
2020 Q1	$212K	Hold	1,830	–	–	0.21%	54
2019 Q4	$270K	Hold	1,830	–	–	0.17%	62
2019 Q3	$232K	Hold	1,830	–	–	0.17%	65
2019 Q2	$249K	Hold	1,830	–	–	0.18%	64
2019 Q1	$248K	Hold	1,830	–	–	0.19%	61
2018 Q4	$231K	Hold	1,830	–	–	0.2%	62
2018 Q3	$279K	Hold	1,830	–	–	0.21%	60
2018 Q2	$248K	Hold	1,830	–	–	0.2%	62
2018 Q1	$269K	Hold	1,830	–	–	0.22%	63
2017 Q4	$288K	Sell	1,830 -1,000	-35%	-$139K	0.23%	61
2017 Q3	$324K	Sell	2,830 -38	-1%	-$4.38K	0.28%	57
2017 Q2	$307K	Buy	2,868 +38	+1%	+$3.86K	0.3%	56
2017 Q1	$263K	Hold	2,830	–	–	0.26%	56
2016 Q4	$262K	Buy	+2,830	New	+$256K	0.29%	55

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Winning Points Advisors's CAT Position: Q2 2026 in Review

Winning Points Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 200 shares worth $213K. The stake represents 0.28% of the portfolio and ranks #41 among its holdings. This is a return to the name: Winning Points Advisors previously reported a position in CAT as recently as Q4 2021.

Winning Points Advisors first reported a position in CAT in Q4 2016 and has held it in 20 quarters since. The position peaked at $424K in Q1 2021. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Winning Points Advisors held 200 shares of Caterpillar worth $213K as of Q2 2026.
Caterpillar was a new Winning Points Advisors position in Q2 2026.
Caterpillar made up 0.28% of Winning Points Advisors's portfolio in Q2 2026, its #41 holding.
Winning Points Advisors first reported a position in Caterpillar in Q4 2016 and has held it in 20 quarters since.
Winning Points Advisors's Caterpillar position peaked at $424K in Q1 2021.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Winning Points Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.