WA
CAT icon

WPG Advisers’s Caterpillar CAT Stock Holding History

WPG Advisers’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
Q1 		$171K Sell
242
-36
-13% -$24.9K 0.13% 97
2025
Q4 		$159K Buy
278
+2
+0.7% +$1.11K 0.12% 116
2025
Q3 		$132K Buy
276
+41
+17% +$17.5K 0.1% 130
2025
Q2 		$91.2K Sell
235
-10
-4% -$3.33K 0.08% 174
2025
Q1 		$80.8K Buy
245
+54
+28% +$19.2K 0.08% 184
2024
Q4 		$69.3K Buy
+191
New +$74.1K 0.06% 224

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WPG Advisers's CAT Position: Q1 2026 in Review

WPG Advisers reduced its Caterpillar (CAT) stake by 13% in Q1 2026, selling an estimated $24.9K and leaving 242 shares worth $171K. The position accounts for 0.13% of the portfolio, ranked #97.

WPG Advisers first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,740 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • WPG Advisers held 242 shares of Caterpillar worth $171K as of Q1 2026.
  • WPG Advisers sold 36 Caterpillar shares in Q1 2026, an estimated $24.9K.
  • Caterpillar made up 0.13% of WPG Advisers's portfolio in Q1 2026, its #97 holding.
  • WPG Advisers first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,740 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.