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Woodmont Investment Counsel’s Caterpillar CAT Stock Holding History

Woodmont Investment Counsel’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 		$5.72M Sell
5,372
-56
-1% -$49.2K 0.31% 63
2026
Q1 		$3.85M Buy
5,428
+413
+8% +$286K 0.24% 75
2025
Q4 		$2.87M Buy
5,015
+60
+1% +$33.3K 0.18% 83
2025
Q3 		$2.36M Buy
4,955
+37
+0.8% +$15.8K 0.16% 88
2025
Q2 		$1.91M Buy
4,918
+88
+2% +$29.3K 0.13% 112
2025
Q1 		$1.59M Sell
4,830
-378
-7% -$135K 0.12% 117
2024
Q4 		$1.89M Buy
5,208
+2,670
+105% +$1.04M 0.14% 100
2024
Q3 		$993K Buy
2,538
+29
+1% +$10K 0.07% 136
2024
Q2 		$836K Sell
2,509
-2,710
-52% -$940K 0.07% 143
2024
Q1 		$1.91M Buy
5,219
+169
+3% +$54K 0.16% 99
2023
Q4 		$1.49M Buy
5,050
+2,912
+136% +$755K 0.14% 106
2023
Q3 		$584K Hold
2,138
– – 0.06% 160
2023
Q2 		$526K Hold
2,138
– – 0.05% 164
2023
Q1 		$489K Sell
2,138
-2,710
-56% -$655K 0.05% 174
2022
Q4 		$1.16M Sell
4,848
-100
-2% -$21.8K 0.13% 118
2022
Q3 		$812K Buy
4,948
+2,939
+146% +$537K 0.1% 136
2022
Q2 		$359K Sell
2,009
-36
-2% -$7.59K 0.04% 190
2022
Q1 		$456K Sell
2,045
-1,125
-35% -$236K 0.05% 187
2021
Q4 		$655K Buy
+3,170
New +$638K 0.08% 141
2016
Q4 		– Sell
-770
Closed -$68K – 252
2016
Q3 		$68K Buy
+770
New +$63K 0.02% 230
2016
Q2 		– Sell
-760
Closed -$58K – 224
2016
Q1 		$58K Hold
760
– – 0.02% 243
2015
Q4 		$52K Hold
760
– – 0.02% 258
2015
Q3 		$50K Hold
760
– – 0.02% 258
2015
Q2 		$64K Buy
+760
New +$65.3K 0.02% 240

Other funds holding CAT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Woodmont Investment Counsel's CAT Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its Caterpillar (CAT) stake by 1% in Q2 2026, selling an estimated $49.2K and leaving 5,372 shares worth $5.72M. The position accounts for 0.31% of the portfolio, ranked #63.

Woodmont Investment Counsel first reported a position in CAT in Q2 2015 and has held it in 24 quarters since. 2,085 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Woodmont Investment Counsel held 5,372 shares of Caterpillar worth $5.72M as of Q2 2026.
  • Woodmont Investment Counsel sold 56 Caterpillar shares in Q2 2026, an estimated $49.2K.
  • Caterpillar made up 0.31% of Woodmont Investment Counsel's portfolio in Q2 2026, its #63 holding.
  • Woodmont Investment Counsel first reported a position in Caterpillar in Q2 2015 and has held it in 24 quarters since.
  • 2,085 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.