Laird Norton Wetherby Trust Company’s Caterpillar CAT Stock Holding History

Laird Norton Wetherby Trust Company’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	$14.7M	Sell	20,820 -156	-0.7%	-$108K	0.32%	51
2025 Q4	$12M	Buy	+20,976	New	+$11.7M	0.25%	63
2023 Q4	–	Sell	-3,407	Closed	-$930K	–	102
2023 Q3	$930K	Hold	3,407	–	–	0.12%	44
2023 Q2	$838K	Hold	3,407	–	–	0.1%	46
2023 Q1	$779K	Sell	3,407 -3	-0.1%	-$725	0.1%	48
2022 Q4	$817K	Buy	+3,410	New	+$742K	0.12%	44
2022 Q3	–	Sell	-3,404	Closed	-$608K	–	80
2022 Q2	$608K	Sell	3,404 -268	-7%	-$56.5K	0.08%	54
2022 Q1	$818K	Sell	3,672 -110	-3%	-$23.1K	0.07%	79
2021 Q4	$781K	Sell	3,782 -62	-2%	-$12.5K	0.07%	81
2021 Q3	$737K	Buy	3,844 +129	+3%	+$26.9K	0.08%	80
2021 Q2	$808K	Sell	3,715 -135	-4%	-$31.2K	0.08%	68
2021 Q1	$703K	Buy	3,850 +62	+2%	+$12.8K	0.08%	70
2020 Q4	$689K	Buy	+3,788	New	+$642K	0.08%	68

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

Laird Norton Wetherby Trust Company's CAT Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its Caterpillar (CAT) stake by 0.74% in Q1 2026, selling an estimated $108K and leaving 20,820 shares worth $14.7M. The position accounts for 0.32% of the portfolio, ranked #51.

Laird Norton Wetherby Trust Company first reported a position in CAT in Q4 2020 and has held it in 13 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Laird Norton Wetherby Trust Company held 20,820 shares of Caterpillar worth $14.7M as of Q1 2026.
Laird Norton Wetherby Trust Company sold 156 Caterpillar shares in Q1 2026, an estimated $108K.
Caterpillar made up 0.32% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #51 holding.
Laird Norton Wetherby Trust Company first reported a position in Caterpillar in Q4 2020 and has held it in 13 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.