Douglass Winthrop Advisors’s Caterpillar CAT Stock Holding History

Douglass Winthrop 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	$6.31M	Sell	8,911 -138	-2%	-$95.6K	0.12%	68
2025 Q4	$5.18M	Buy	9,049 +228	+3%	+$127K	0.09%	77
2025 Q3	$4.21M	Sell	8,821 -64	-0.7%	-$27.3K	0.07%	81
2025 Q2	$3.45M	Hold	8,885	–	–	0.06%	88
2025 Q1	$2.93M	Sell	8,885 -17	-0.2%	-$6.05K	0.06%	90
2024 Q4	$3.23M	Sell	8,902 -6	-0.1%	-$2.33K	0.06%	90
2024 Q3	$3.48M	Buy	8,908 +12	+0.1%	+$4.14K	0.07%	85
2024 Q2	$2.96M	Buy	8,896 +11	+0.1%	+$3.81K	0.06%	84
2024 Q1	$3.26M	Buy	8,885 +315	+4%	+$101K	0.07%	87
2023 Q4	$2.53M	Hold	8,570	–	–	0.06%	86
2023 Q3	$2.34M	Buy	8,570 +75	+0.9%	+$20.3K	0.06%	88
2023 Q2	$2.09M	Hold	8,495	–	–	0.05%	94
2023 Q1	$1.94M	Sell	8,495 -500	-6%	-$121K	0.05%	95
2022 Q4	$2.15M	Sell	8,995 -1,500	-14%	-$327K	0.06%	91
2022 Q3	$1.72M	Sell	10,495 -1,000	-9%	-$183K	0.05%	96
2022 Q2	$2.06M	Hold	11,495	–	–	0.06%	94
2022 Q1	$2.56M	Sell	11,495 -750	-6%	-$157K	0.06%	92
2021 Q4	$2.53M	Hold	12,245	–	–	0.06%	99
2021 Q3	$2.35M	Sell	12,245 -1,000	-8%	-$208K	0.06%	103
2021 Q2	$2.88M	Hold	13,245	–	–	0.07%	93
2021 Q1	$3.07M	Hold	13,245	–	–	0.08%	87
2020 Q4	$2.41M	Hold	13,245	–	–	0.07%	82
2020 Q3	$1.98M	Sell	13,245 -41	-0.3%	-$5.76K	0.06%	86
2020 Q2	$1.68M	Sell	13,286 -1,379	-9%	-$163K	0.06%	88
2020 Q1	$1.7M	Sell	14,665 -1,943	-12%	-$248K	0.08%	83
2019 Q4	$2.45M	Buy	16,608 +2,330	+16%	+$325K	0.09%	85
2019 Q3	$1.8M	Sell	14,278 -4,000	-22%	-$508K	0.07%	95
2019 Q2	$2.49M	Sell	18,278 -400	-2%	-$52.9K	0.1%	80
2019 Q1	$2.53M	Hold	18,678	–	–	0.11%	78
2018 Q4	$2.37M	Sell	18,678 -250	-1%	-$32.5K	0.12%	85
2018 Q3	$2.89M	Sell	18,928 -600	-3%	-$84.9K	0.13%	82
2018 Q2	$2.65M	Sell	19,528 -666	-3%	-$99.5K	0.12%	93
2018 Q1	$2.98M	Sell	20,194 -1,375	-6%	-$217K	0.15%	87
2017 Q4	$3.4M	Hold	21,569	–	–	0.18%	69
2017 Q3	$2.69M	Sell	21,569 -100	-0.5%	-$11.5K	0.16%	76
2017 Q2	$2.33M	Sell	21,669 -135	-0.6%	-$13.7K	0.14%	77
2017 Q1	$2.02M	Sell	21,804 -2	-0%	-$189	0.13%	79
2016 Q4	$2.02M	Sell	21,806 -312	-1%	-$28.3K	0.14%	76
2016 Q3	$1.96M	Buy	22,118 +14	+0.1%	+$1.15K	0.14%	78
2016 Q2	$1.68M	Sell	22,104 -9,900	-31%	-$742K	0.12%	84
2016 Q1	$2.45M	Sell	32,004 -3,948	-11%	-$265K	0.18%	72
2015 Q4	$2.44M	Sell	35,952 -4,100	-10%	-$287K	0.18%	81
2015 Q3	$2.62M	Sell	40,052 -4,248	-10%	-$325K	0.21%	73
2015 Q2	$3.54M	Hold	44,300	–	–	0.28%	63
2015 Q1	$3.54M	Buy	44,300 +16,164	+57%	+$1.34M	0.28%	63
2014 Q4	$2.58M	Sell	28,136 -3,814	-12%	-$371K	0.23%	63
2014 Q3	$3.16M	Buy	31,950 +4,200	+15%	+$445K	0.29%	57
2014 Q2	$3.02M	Sell	27,750 -3,975	-13%	-$417K	0.28%	57
2014 Q1	$3.15M	Buy	31,725 +925	+3%	+$87.2K	0.31%	55
2013 Q4	$2.8M	Sell	30,800 -1,504	-5%	-$128K	0.29%	58
2013 Q3	$2.69M	Sell	32,304 -175	-0.5%	-$14.8K	0.31%	56
2013 Q2	$2.68M	Buy	+32,479	New	+$2.76M	0.32%	56

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

Douglass Winthrop Advisors's CAT Position: Q1 2026 in Review

Douglass Winthrop Advisors reduced its Caterpillar (CAT) stake by 1.5% in Q1 2026, selling an estimated $95.6K and leaving 8,911 shares worth $6.31M. The position accounts for 0.12% of the portfolio, ranked #68.

Douglass Winthrop Advisors first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Douglass Winthrop Advisors held 8,911 shares of Caterpillar worth $6.31M as of Q1 2026.
Douglass Winthrop Advisors sold 138 Caterpillar shares in Q1 2026, an estimated $95.6K.
Caterpillar made up 0.12% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #68 holding.
Douglass Winthrop Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.