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 Q2	$22.6M	Buy	21,249 +429	+2%	+$377K	0.43%	42
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Laird Norton Wetherby Trust Company's CAT Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Caterpillar (CAT) stake by 2.1% in Q2 2026, buying an estimated $377K and bringing the position to 21,249 shares worth $22.6M. The position accounts for 0.43% of the portfolio, ranked #42.

Laird Norton Wetherby Trust Company first reported a position in CAT in Q4 2020 and has held it in 14 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Laird Norton Wetherby Trust Company held 21,249 shares of Caterpillar worth $22.6M as of Q2 2026.
Laird Norton Wetherby Trust Company bought 429 Caterpillar shares in Q2 2026, an estimated $377K.
Caterpillar made up 0.43% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #42 holding.
Laird Norton Wetherby Trust Company first reported a position in Caterpillar in Q4 2020 and has held it in 14 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.