WCAMG
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Woodard & Company Asset Management Group’s Caterpillar CAT Stock Holding History

Woodard & Company Asset Management 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 		$4.43M Buy
4,164
+40
+1% +$35.1K 0.64% 34
2026
Q1 		$2.92M Sell
4,124
-1,576
-28% -$1.09M 0.47% 41
2025
Q4 		$3.27M Buy
5,700
+152
+3% +$84.5K 0.52% 34
2025
Q3 		$2.65M Buy
5,548
+284
+5% +$121K 0.43% 38
2025
Q2 		$2.04M Buy
5,264
+248
+5% +$82.7K 0.38% 41
2025
Q1 		$1.65M Buy
5,016
+204
+4% +$72.7K 0.34% 44
2024
Q4 		$1.75M Buy
4,812
+186
+4% +$72.1K 0.38% 37
2024
Q3 		$1.81M Buy
4,626
+142
+3% +$49K 0.41% 38
2024
Q2 		$1.49M Buy
4,484
+100
+2% +$34.7K 0.37% 39
2024
Q1 		$1.61M Buy
4,384
+284
+7% +$90.8K 0.43% 34
2023
Q4 		$1.21M Buy
+4,100
New +$1.06M 0.35% 41

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Woodard & Company Asset Management Group's CAT Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its Caterpillar (CAT) stake by 0.97% in Q2 2026, buying an estimated $35.1K and bringing the position to 4,164 shares worth $4.43M. The position accounts for 0.64% of the portfolio, ranked #34.

Woodard & Company Asset Management Group first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Woodard & Company Asset Management Group held 4,164 shares of Caterpillar worth $4.43M as of Q2 2026.
  • Woodard & Company Asset Management Group bought 40 Caterpillar shares in Q2 2026, an estimated $35.1K.
  • Caterpillar made up 0.64% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #34 holding.
  • Woodard & Company Asset Management Group first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.