WAG
CAT icon

Winthrop Advisory Group’s Caterpillar CAT Stock Holding History

Winthrop Advisory Group’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 		$2.33M Buy
2,189
+113
+5% +$99.3K 0.16% 58
2026
Q1 		$1.47M Sell
2,076
-2
-0.1% -$1.39K 0.12% 63
2025
Q4 		$1.19M Buy
2,078
+30
+1% +$16.7K 0.1% 67
2025
Q3 		$977K Buy
2,048
+3
+0.1% +$1.28K 0.09% 70
2025
Q2 		$794K Buy
2,045
+30
+1% +$10K 0.08% 77
2025
Q1 		$665K Buy
2,015
+2
+0.1% +$712 0.08% 73
2024
Q4 		$730K Sell
2,013
-6
-0.3% -$2.33K 0.09% 75
2024
Q3 		$790K Buy
2,019
+5
+0.2% +$1.73K 0.1% 68
2024
Q2 		$671K Sell
2,014
-18
-0.9% -$6.24K 0.09% 69
2024
Q1 		$744K Sell
2,032
-49
-2% -$15.7K 0.11% 62
2023
Q4 		$615K Buy
2,081
+205
+11% +$53.2K 0.1% 70
2023
Q3 		$512K Sell
1,876
-121
-6% -$32.8K 0.08% 70
2023
Q2 		$491K Buy
1,997
+97
+5% +$21.6K 0.08% 76
2023
Q1 		$435K Sell
1,900
-60
-3% -$14.5K 0.08% 76
2022
Q4 		$470K Buy
1,960
+53
+3% +$11.5K 0.09% 71
2022
Q3 		$313K Buy
1,907
+2
+0.1% +$365 0.07% 83
2022
Q2 		$340K Buy
1,905
+877
+85% +$185K 0.08% 81
2022
Q1 		$229K Sell
1,028
-12
-1% -$2.52K 0.05% 121
2021
Q4 		$215K Buy
+1,040
New +$209K 0.04% 132
2021
Q3 		– Sell
-1,036
Closed -$226K – 142
2021
Q2 		$226K Buy
1,036
+51
+5% +$11.8K 0.05% 121
2021
Q1 		$228K Sell
985
-199
-17% -$41.2K 0.06% 120
2020
Q4 		$215K Buy
+1,184
New +$201K 0.06% 124

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Winthrop Advisory Group's CAT Position: Q2 2026 in Review

Winthrop Advisory Group increased its Caterpillar (CAT) stake by 5.4% in Q2 2026, buying an estimated $99.3K and bringing the position to 2,189 shares worth $2.33M. The position accounts for 0.16% of the portfolio, ranked #58.

Winthrop Advisory Group first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Winthrop Advisory Group held 2,189 shares of Caterpillar worth $2.33M as of Q2 2026.
  • Winthrop Advisory Group bought 113 Caterpillar shares in Q2 2026, an estimated $99.3K.
  • Caterpillar made up 0.16% of Winthrop Advisory Group's portfolio in Q2 2026, its #58 holding.
  • Winthrop Advisory Group first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.