Pettyjohn Wood & White’s Caterpillar CAT Stock Holding History

Pettyjohn Wood & White’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	$1.2M	Sell	1,696 -50	-3%	-$34.6K	0.19%	87
2025 Q4	$1M	Buy	1,746 +593	+51%	+$330K	0.16%	96
2025 Q3	$550K	Buy	1,153 +88	+8%	+$37.6K	0.09%	126
2025 Q2	$413K	Hold	1,065	–	–	0.07%	139
2025 Q1	$351K	Sell	1,065 -500	-32%	-$178K	0.07%	145
2024 Q4	$568K	Buy	1,565 +500	+47%	+$194K	0.1%	119
2024 Q3	$417K	Hold	1,065	–	–	0.08%	139
2024 Q2	$355K	Hold	1,065	–	–	0.07%	148
2024 Q1	$390K	Hold	1,065	–	–	0.08%	139
2023 Q4	$315K	Sell	1,065 -22	-2%	-$5.71K	0.07%	154
2023 Q3	$297K	Buy	1,087 +22	+2%	+$5.97K	0.07%	150
2023 Q2	$262K	Buy	1,065 +100	+10%	+$22.3K	0.06%	158
2023 Q1	$221K	Hold	965	–	–	0.05%	164
2022 Q4	$231K	Buy	+965	New	+$210K	0.06%	160
2022 Q2	–	Sell	-965	Closed	-$215K	–	165
2022 Q1	$215K	Buy	+965	New	+$202K	0.05%	155

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

Pettyjohn Wood & White's CAT Position: Q1 2026 in Review

Pettyjohn Wood & White reduced its Caterpillar (CAT) stake by 2.9% in Q1 2026, selling an estimated $34.6K and leaving 1,696 shares worth $1.2M. The position accounts for 0.19% of the portfolio, ranked #87.

Pettyjohn Wood & White first reported a position in CAT in Q1 2022 and has held it in 15 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Pettyjohn Wood & White held 1,696 shares of Caterpillar worth $1.2M as of Q1 2026.
Pettyjohn Wood & White sold 50 Caterpillar shares in Q1 2026, an estimated $34.6K.
Caterpillar made up 0.19% of Pettyjohn Wood & White's portfolio in Q1 2026, its #87 holding.
Pettyjohn Wood & White first reported a position in Caterpillar in Q1 2022 and has held it in 15 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.