GCA
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Greenwood Capital Associates’s Caterpillar CAT Stock Holding History

Greenwood Capital Associates’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 		$761K Hold
1,074
– – 0.08% 166
2025
Q4 		$615K Hold
1,074
– – 0.07% 166
2025
Q3 		$512K Hold
1,074
– – 0.06% 193
2025
Q2 		$417K Hold
1,074
– – 0.05% 204
2025
Q1 		$354K Hold
1,074
– – 0.05% 209
2024
Q4 		$390K Hold
1,074
– – 0.05% 206
2024
Q3 		$420K Sell
1,074
-63
-6% -$21.8K 0.05% 196
2024
Q2 		$379K Buy
1,137
+3
+0.3% +$1.04K 0.05% 203
2024
Q1 		$416K Sell
1,134
-218
-16% -$69.7K 0.06% 209
2023
Q4 		$400K Buy
+1,352
New +$351K 0.05% 209
2021
Q1 		– Sell
-2,361
Closed -$430K – 217
2020
Q4 		$430K Buy
2,361
+576
+32% +$97.7K 0.07% 171
2020
Q3 		$266K Buy
+1,785
New +$251K 0.05% 171
2019
Q2 		– Sell
-580
Closed -$79K – 179
2019
Q1 		$79K Buy
+580
New +$77K 0.02% 165
2014
Q4 		– Sell
-22,338
Closed -$2.21M – 151
2014
Q3 		$2.21M Buy
22,338
+623
+3% +$66K 0.68% 67
2014
Q2 		$2.36M Buy
+21,715
New +$2.28M 0.73% 61

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

Greenwood Capital Associates's CAT Position: Q1 2026 in Review

Greenwood Capital Associates held its Caterpillar (CAT) position steady in Q1 2026 at 1,074 shares worth $761K. The position accounts for 0.08% of the portfolio, ranked #166.

Greenwood Capital Associates first reported a position in CAT in Q2 2014 and has held it in 15 quarters since. The position peaked at $2.36M in Q2 2014. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Greenwood Capital Associates held 1,074 shares of Caterpillar worth $761K as of Q1 2026.
  • Greenwood Capital Associates left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.08% of Greenwood Capital Associates's portfolio in Q1 2026, its #166 holding.
  • Greenwood Capital Associates first reported a position in Caterpillar in Q2 2014 and has held it in 15 quarters since.
  • Greenwood Capital Associates's Caterpillar position peaked at $2.36M in Q2 2014.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.