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Wright Investors Service Inc

SEC CIK
0000108572
Latest filing
Aug 5, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Wright Investors Service Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
7,895
Value
$8.41M
% of portfolio
2.3%
Quarters held
19
Since Q4 2021
Holdings of CAT by Wright Investors Service Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,895$8.41M2.3%−1,863−19.1%ReducedHolders
Q1 20269,758$6.91M2.2%−1,110−10.2%ReducedHolders
Q4 202510,868$6.23M1.9%−1,215−10.1%ReducedHolders
Q3 202512,083$5.77M1.7%−1,902−13.6%ReducedHolders
Q2 202513,985$5.43M1.6%−2,046−12.8%ReducedHolders
Q1 202516,031$5.29M1.7%−1,542−8.8%ReducedHolders
Q4 202417,573$6.37M2.1%+3,454+24.5%AddedHolders
Q3 202414,119$5.52M1.4%−23−0.2%ReducedHolders
Q2 202414,142$4.71M1.2%+133+0.9%AddedHolders
Q1 202414,009$5.13M1.3%−126−0.9%ReducedHolders
Q4 202314,135$4.18M1.2%+2,553+22.0%AddedHolders
Q3 202311,582$3.16M0.9%−64−0.5%ReducedHolders
Q2 202311,646$2.87M0.8%+6,868+143.7%AddedHolders
Q1 20234,778$1.09M0.3%+255+5.6%AddedHolders
Q4 20224,523$1.08M0.3%−301−6.2%ReducedHolders
Q3 20224,824$792.0K0.2%−10,528−68.6%ReducedHolders
Q2 202215,352$2.74M0.8%+2,572+20.1%AddedHolders
Q1 202212,780$2.85M0.7%+260+2.1%AddedHolders
Q4 202112,520$2.59M0.7%+12,520NewHolders