WoodTrust Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.37M | Buy |
2,224
+5
| +0.2% | +$4.39K | 0.28% | 55 |
|
|
2026
Q1 | $1.57M | Hold |
2,219
| – | – | 0.2% | 66 |
|
|
2025
Q4 | $1.27M | Buy |
2,219
+1,597
| +257% | +$888K | 0.15% | 82 |
|
|
2025
Q3 | $297K | Buy |
622
+5
| +0.8% | +$2.13K | 0.04% | 151 |
|
|
2025
Q2 | $240K | Buy |
+617
| New | +$206K | 0.03% | 140 |
|
|
2025
Q1 | – | Sell |
-556
| Closed | -$202K | – | 166 |
|
|
2024
Q4 | $202K | Sell |
556
-9
| -2% | -$3.49K | 0.03% | 174 |
|
|
2024
Q3 | $221K | Buy |
+565
| New | +$195K | 0.03% | 174 |
|
|
2024
Q2 | – | Sell |
-556
| Closed | -$204 | – | 166 |
|
|
2024
Q1 | $204 | Sell |
556
-444
| -44% | -$142K | 0.03% | 163 |
|
|
2023
Q4 | $296K | Hold |
1,000
| – | – | 0.05% | 135 |
|
|
2023
Q3 | $273K | Hold |
1,000
| – | – | 0.05% | 132 |
|
|
2023
Q2 | $246K | Hold |
1,000
| – | – | 0.05% | 138 |
|
|
2023
Q1 | $229K | Sell |
1,000
-20
| -2% | -$4.83K | 0.04% | 138 |
|
|
2022
Q4 | $244K | Buy |
+1,020
| New | +$222K | 0.05% | 134 |
|
|
2022
Q2 | – | Sell |
-1,214
| Closed | -$271K | – | 145 |
|
|
2022
Q1 | $271K | Hold |
1,214
| – | – | 0.06% | 131 |
|
|
2021
Q4 | $251K | Hold |
1,214
| – | – | 0.05% | 123 |
|
|
2021
Q3 | $233K | Sell |
1,214
-474
| -28% | -$98.7K | 0.05% | 117 |
|
|
2021
Q2 | $367K | Buy |
1,688
+124
| +8% | +$28.6K | 0.1% | 80 |
|
|
2021
Q1 | $363K | Hold |
1,564
| – | – | 0.11% | 61 |
|
|
2020
Q4 | $285K | Buy |
1,564
+14
| +0.9% | +$2.37K | 0.09% | 75 |
|
|
2020
Q3 | $231K | Buy |
+1,550
| New | +$218K | 0.08% | 90 |
|
|
2020
Q1 | – | Sell |
-1,550
| Closed | -$229K | – | 72 |
|
|
2019
Q4 | $229K | Buy |
+1,550
| New | +$216K | 0.09% | 72 |
|
|
2019
Q3 | – | Sell |
-1,550
| Closed | -$211K | – | 73 |
|
|
2019
Q2 | $211K | Hold |
1,550
| – | – | 0.1% | 74 |
|
|
2019
Q1 | $210K | Sell |
1,550
-350
| -18% | -$46.5K | 0.1% | 72 |
|
|
2018
Q4 | $241K | Hold |
1,900
| – | – | 0.14% | 69 |
|
|
2018
Q3 | $290K | Hold |
1,900
| – | – | 0.14% | 67 |
|
|
2018
Q2 | $258K | Hold |
1,900
| – | – | 0.14% | 69 |
|
|
2018
Q1 | $280K | Hold |
1,900
| – | – | 0.15% | 62 |
|
|
2017
Q4 | $299K | Buy |
+1,900
| New | +$264K | 0.16% | 62 |
|
Other funds holding CAT
ECSS
MG
SMDAM
WoodTrust Financial's CAT Position: Q2 2026 in Review
WoodTrust Financial increased its Caterpillar (CAT) stake by 0.23% in Q2 2026, buying an estimated $4.39K and bringing the position to 2,224 shares worth $2.37M. The position accounts for 0.28% of the portfolio, ranked #55.
WoodTrust Financial first reported a position in CAT in Q4 2017 and has held it in 28 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- WoodTrust Financial held 2,224 shares of Caterpillar worth $2.37M as of Q2 2026.
- WoodTrust Financial bought 5 Caterpillar shares in Q2 2026, an estimated $4.39K.
- Caterpillar made up 0.28% of WoodTrust Financial's portfolio in Q2 2026, its #55 holding.
- WoodTrust Financial first reported a position in Caterpillar in Q4 2017 and has held it in 28 quarters since.
- 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.