WPG Advisers’s Caterpillar CAT Stock Holding History

WPG Advisers's CAT Position: Q2 2026 in Review

WPG Advisers increased its Caterpillar (CAT) stake by 10% in Q2 2026, buying an estimated $22K and bringing the position to 267 shares worth $284K. The position accounts for 0.17% of the portfolio, ranked #77.

WPG Advisers first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

• WPG Advisers held 267 shares of Caterpillar worth $284K as of Q2 2026.
• WPG Advisers bought 25 Caterpillar shares in Q2 2026, an estimated $22K.
• Caterpillar made up 0.17% of WPG Advisers's portfolio in Q2 2026, its #77 holding.
• WPG Advisers first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
• 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.