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Duncan Williams Asset Management’s Caterpillar CAT Stock Holding History

Duncan Williams Asset Management’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 		$239K Sell
338
-100
-23% -$69.3K 0.07% 139
2025
Q4 		$303K Hold
438
– – 0.08% 134
2025
Q3 		$209K Buy
+438
New +$187K 0.06% 160

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 $295B AUM 31.6% 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

Duncan Williams Asset Management's CAT Position: Q1 2026 in Review

Duncan Williams Asset Management reduced its Caterpillar (CAT) stake by 23% in Q1 2026, selling an estimated $69.3K and leaving 338 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #139.

Duncan Williams Asset Management first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $303K in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Duncan Williams Asset Management held 338 shares of Caterpillar worth $239K as of Q1 2026.
  • Duncan Williams Asset Management sold 100 Caterpillar shares in Q1 2026, an estimated $69.3K.
  • Caterpillar made up 0.07% of Duncan Williams Asset Management's portfolio in Q1 2026, its #139 holding.
  • Duncan Williams Asset Management first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • Duncan Williams Asset Management's Caterpillar position peaked at $303K in Q4 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.