WEG
CAT icon

World Equity Group’s Caterpillar CAT Stock Holding History

World Equity 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 		$3.5M Sell
3,285
-3,723
-53% -$3.27M 0.78% 24
2026
Q1 		$4.96M Buy
7,008
+3,389
+94% +$2.35M 1.29% 12
2025
Q4 		$2.07M Sell
3,619
-175
-5% -$97.3K 0.58% 34
2025
Q3 		$1.81M Buy
3,794
+104
+3% +$44.4K 0.41% 52
2025
Q2 		$1.43M Sell
3,690
-181
-5% -$60.3K 0.39% 55
2025
Q1 		$1.31M Buy
3,871
+78
+2% +$27.8K 0.37% 62
2024
Q4 		$1.38M Sell
3,793
-322
-8% -$125K 0.3% 72
2024
Q3 		$1.61M Sell
4,115
-122
-3% -$42.1K 0.58% 41
2024
Q2 		$1.41M Sell
4,237
-4,001
-49% -$1.39M 0.42% 66
2024
Q1 		$3.02M Sell
8,238
-1,588
-16% -$508K 0.62% 37
2023
Q4 		$2.79M Buy
9,826
+1,370
+16% +$355K 0.56% 39
2023
Q3 		$2.3M Buy
8,456
+4,215
+99% +$1.14M 0.48% 49
2023
Q2 		$1.04M Sell
4,241
-127,392
-97% -$28.4M 0.31% 90
2023
Q1 		$1.81M Buy
131,633
+127,141
+2,830% +$30.7M 0.27% 96
2022
Q4 		$1.08M Sell
4,492
-76
-2% -$16.5K 0.26% 105
2022
Q3 		$750K Sell
4,568
-789
-15% -$144K 0.19% 125
2022
Q2 		$958K Sell
5,357
-619
-10% -$130K 0.24% 114
2022
Q1 		$1.33M Buy
+5,976
New +$1.25M 0.29% 99

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

World Equity Group's CAT Position: Q2 2026 in Review

World Equity Group reduced its Caterpillar (CAT) stake by 53% in Q2 2026, selling an estimated $3.27M and leaving 3,285 shares worth $3.5M. The position accounts for 0.78% of the portfolio, ranked #24.

World Equity Group first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.96M in Q1 2026. 901 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • World Equity Group held 3,285 shares of Caterpillar worth $3.5M as of Q2 2026.
  • World Equity Group sold 3,723 Caterpillar shares in Q2 2026, an estimated $3.27M.
  • Caterpillar made up 0.78% of World Equity Group's portfolio in Q2 2026, its #24 holding.
  • World Equity Group first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Caterpillar position peaked at $4.96M in Q1 2026.
  • 901 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.