Winthrop Advisory Group
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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
Q3 		$1.91M Buy
2,350
+161
+7% +$137K 0.12% 63
2026
Q2 		$2.33M Buy
2,189
+113
+5% +$99.3K 0.16% 58
2026
Q1 		$1.47M Sell
2,076
-2
-0.1% -$1.38K 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

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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Winthrop Advisory Group's CAT Position: Q3 2026 in Review

Winthrop Advisory Group increased its Caterpillar (CAT) stake by 7.4% in Q3 2026, buying an estimated $137K and bringing the position to 2,350 shares worth $1.91M. The position accounts for 0.12% of the portfolio, ranked #63.

Winthrop Advisory Group first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.33M in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Winthrop Advisory Group held 2,350 shares of Caterpillar worth $1.91M as of Q3 2026.
  • Winthrop Advisory Group bought 161 Caterpillar shares in Q3 2026, an estimated $137K.
  • Caterpillar made up 0.12% of Winthrop Advisory Group's portfolio in Q3 2026, its #63 holding.
  • Winthrop Advisory Group first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • Winthrop Advisory Group's Caterpillar position peaked at $2.33M in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.