Annis Gardner Whiting Capital Advisors’s Caterpillar CAT Stock Holding History

Annis Gardner Whiting Capital 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 Q1	$1.19M	Buy	1,677 +225	+15%	+$156K	0.19%	93
2025 Q4	$832K	Buy	1,452 +703	+94%	+$391K	0.16%	121
2025 Q3	$358K	Sell	749 -92	-11%	-$39.3K	0.07%	212
2025 Q2	$327K	Buy	841 +110	+15%	+$36.7K	0.11%	161
2025 Q1	$241K	Sell	731 -15	-2%	-$5.34K	0.1%	170
2024 Q4	$271K	Buy	746 +17	+2%	+$6.59K	0.08%	187
2024 Q3	$285K	Sell	729 -268	-27%	-$92.6K	0.08%	184
2024 Q2	$332K	Sell	997 -30	-3%	-$10.4K	0.09%	173
2024 Q1	$376K	Buy	1,027 +310	+43%	+$99.1K	0.13%	122
2023 Q4	$212K	Buy	717 +9	+1%	+$2.33K	0.09%	146
2023 Q3	$193K	Buy	+708	New	+$192K	0.1%	139

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's CAT Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Caterpillar (CAT) stake by 15% in Q1 2026, buying an estimated $156K and bringing the position to 1,677 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #93.

Annis Gardner Whiting Capital Advisors first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 1,677 shares of Caterpillar worth $1.19M as of Q1 2026.
Annis Gardner Whiting Capital Advisors bought 225 Caterpillar shares in Q1 2026, an estimated $156K.
Caterpillar made up 0.19% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #93 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.