WP Advisors’s Caterpillar CAT Stock Holding History

WP 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	$346K	Sell	325 -48	-13%	-$42.2K	0.08%	88
2026 Q1	$265K	Hold	373	–	–	0.07%	101
2025 Q4	$213K	Buy	+373	New	+$207K	0.05%	111

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

WP Advisors's CAT Position: Q2 2026 in Review

WP Advisors reduced its Caterpillar (CAT) stake by 13% in Q2 2026, selling an estimated $42.2K and leaving 325 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #88.

WP Advisors first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

WP Advisors held 325 shares of Caterpillar worth $346K as of Q2 2026.
WP Advisors sold 48 Caterpillar shares in Q2 2026, an estimated $42.2K.
Caterpillar made up 0.08% of WP Advisors's portfolio in Q2 2026, its #88 holding.
WP Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.