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Woodward Diversified Capital’s Caterpillar CAT Stock Holding History

Woodward Diversified Capital’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 		$3.61M Sell
3,394
-789
-19% -$693K 1.59% 12
2026
Q1 		$3.32M Sell
4,183
-22
-0.5% -$15.2K 1.51% 13
2025
Q4 		$2.41M Buy
4,205
+156
+4% +$86.7K 1.1% 16
2025
Q3 		$1.93M Sell
4,049
-18
-0.4% -$7.68K 0.9% 22
2025
Q2 		$1.58M Buy
4,067
+1,298
+47% +$433K 0.8% 31
2025
Q1 		$913K Buy
2,769
+155
+6% +$55.2K 0.65% 34
2024
Q4 		$948K Sell
2,614
-1,661
-39% -$644K 0.7% 32
2024
Q3 		$1.67M Sell
4,275
-44
-1% -$15.2K 1.06% 20
2024
Q2 		$1.44M Sell
4,319
-75
-2% -$26K 0.84% 26
2024
Q1 		$1.61M Buy
4,394
+184
+4% +$58.8K 1% 20
2023
Q4 		$1.24M Sell
4,210
-68
-2% -$17.6K 0.78% 27
2023
Q3 		$1.17M Buy
4,278
+258
+6% +$70K 0.84% 31
2023
Q2 		$989K Sell
4,020
-57
-1% -$12.7K 0.75% 38
2023
Q1 		$933K Sell
4,077
-35
-0.9% -$8.46K 0.73% 39
2022
Q4 		$985K Buy
4,112
+44
+1% +$9.58K 0.79% 33
2022
Q3 		$668K Sell
4,068
-245
-6% -$44.8K 0.55% 44
2022
Q2 		$771K Sell
4,313
-24
-0.6% -$5.06K 0.59% 44
2022
Q1 		$966K Buy
4,337
+137
+3% +$28.7K 0.63% 45
2021
Q4 		$868K Buy
4,200
+112
+3% +$22.6K 0.51% 52
2021
Q3 		$785K Buy
4,088
+214
+6% +$44.6K 0.49% 62
2021
Q2 		$843K Buy
3,874
+85
+2% +$19.6K 0.48% 59
2021
Q1 		$878K Sell
3,789
-227
-6% -$47K 0.52% 56
2020
Q4 		$731K Buy
+4,016
New +$681K 0.47% 59

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Woodward Diversified Capital's CAT Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Caterpillar (CAT) stake by 19% in Q2 2026, selling an estimated $693K and leaving 3,394 shares worth $3.61M. The position accounts for 1.59% of the portfolio, ranked #12.

Woodward Diversified Capital first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Woodward Diversified Capital held 3,394 shares of Caterpillar worth $3.61M as of Q2 2026.
  • Woodward Diversified Capital sold 789 Caterpillar shares in Q2 2026, an estimated $693K.
  • Caterpillar made up 1.59% of Woodward Diversified Capital's portfolio in Q2 2026, its #12 holding.
  • Woodward Diversified Capital first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.