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Blalock Williams’s Caterpillar CAT Stock Holding History

Blalock Williams’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 		$415K Buy
586
+14
+2% +$9.7K 0.32% 74
2025
Q4 		$328K Buy
572
+38
+7% +$21.1K 0.26% 85
2025
Q3 		$255K Buy
+534
New +$228K 0.22% 108

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

Blalock Williams's CAT Position: Q1 2026 in Review

Blalock Williams increased its Caterpillar (CAT) stake by 2.4% in Q1 2026, buying an estimated $9.7K and bringing the position to 586 shares worth $415K. The position accounts for 0.32% of the portfolio, ranked #74.

Blalock Williams first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,740 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Blalock Williams held 586 shares of Caterpillar worth $415K as of Q1 2026.
  • Blalock Williams bought 14 Caterpillar shares in Q1 2026, an estimated $9.7K.
  • Caterpillar made up 0.32% of Blalock Williams's portfolio in Q1 2026, its #74 holding.
  • Blalock Williams first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • 3,740 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.