Winthrop Capital Management’s Caterpillar CAT Stock Holding History

Winthrop 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	$324K	Hold	304	–	–	0.08%	102
2026 Q1	$215K	Hold	304	–	–	0.06%	119
2025 Q4	$174K	Hold	304	–	–	0.04%	133
2025 Q3	$145K	Hold	304	–	–	0.04%	129
2025 Q2	$118K	Hold	304	–	–	0.03%	145
2025 Q1	$100K	Hold	304	–	–	0.03%	138
2024 Q4	$110K	Buy	+304	New	+$118K	0.03%	142
2024 Q1	–	Sell	-1,989	Closed	-$588K	–	173
2023 Q4	$588K	Buy	+1,989	New	+$516K	0.19%	88

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

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

Winthrop Capital Management held its Caterpillar (CAT) position steady in Q2 2026 at 304 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #102.

Winthrop Capital Management first reported a position in CAT in Q4 2023 and has held it in 8 quarters since. The position peaked at $588K in Q4 2023. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Winthrop Capital Management held 304 shares of Caterpillar worth $324K as of Q2 2026.
Winthrop Capital Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.08% of Winthrop Capital Management's portfolio in Q2 2026, its #102 holding.
Winthrop Capital Management first reported a position in Caterpillar in Q4 2023 and has held it in 8 quarters since.
Winthrop Capital Management's Caterpillar position peaked at $588K in Q4 2023.
4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.