WIA
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World Investment Advisors’s Caterpillar CAT Stock Holding History

World Investment Advisors’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 		$7.59M Sell
10,424
-1,533
-13% -$1.35M 0.13% 193
2026
Q1 		$8.47M Sell
11,957
-158
-1% -$109K 0.14% 173
2025
Q4 		$6.94M Buy
12,115
+1,247
+11% +$693K 0.11% 209
2025
Q3 		$5.19M Buy
10,868
+524
+5% +$224K 0.11% 216
2025
Q2 		$4.02M Buy
10,344
+1,255
+14% +$418K 0.09% 246
2025
Q1 		$3M Sell
9,089
-1,238
-12% -$441K 0.08% 282
2024
Q4 		$3.75M Buy
10,327
+6,315
+157% +$2.45M 0.1% 226
2024
Q3 		$1.57M Buy
4,012
+843
+27% +$291K 0.05% 340
2024
Q2 		$1.06M Buy
+3,169
New +$1.1M 0.07% 261

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

World Investment Advisors's CAT Position: Q2 2026 in Review

World Investment Advisors reduced its Caterpillar (CAT) stake by 13% in Q2 2026, selling an estimated $1.35M and leaving 10,424 shares worth $7.59M. The position accounts for 0.13% of the portfolio, ranked #193.

World Investment Advisors first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.47M in Q1 2026. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • World Investment Advisors held 10,424 shares of Caterpillar worth $7.59M as of Q2 2026.
  • World Investment Advisors sold 1,533 Caterpillar shares in Q2 2026, an estimated $1.35M.
  • Caterpillar made up 0.13% of World Investment Advisors's portfolio in Q2 2026, its #193 holding.
  • World Investment Advisors first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
  • World Investment Advisors's Caterpillar position peaked at $8.47M in Q1 2026.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.