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Waterford Advisors’s Caterpillar CAT Stock Holding History

Waterford Advisors’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 		$591K Hold
885
– – 0.19% 35
2025
Q4 		$507K Sell
885
-26
-3% -$14.5K 0.2% 31
2025
Q3 		$435K Sell
911
-7,405
-89% -$3.16M 0.15% 35
2025
Q2 		$340K Buy
8,316
+7,439
+848% +$2.48M 0.13% 41
2025
Q1 		$289K Hold
877
– – 0.12% 42
2024
Q4 		$318K Hold
877
– – 0.16% 36
2024
Q3 		$343K Hold
877
– – 0.18% 38
2024
Q2 		$292K Hold
877
– – 0.12% 45
2024
Q1 		$321K Hold
877
– – 0.14% 44
2023
Q4 		$259K Buy
+877
New +$228K 0.12% 46

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

Waterford Advisors's CAT Position: Q1 2026 in Review

Waterford Advisors held its Caterpillar (CAT) position steady in Q1 2026 at 885 shares worth $591K. The position accounts for 0.19% of the portfolio, ranked #35.

Waterford Advisors first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Waterford Advisors held 885 shares of Caterpillar worth $591K as of Q1 2026.
  • Waterford Advisors left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.19% of Waterford Advisors's portfolio in Q1 2026, its #35 holding.
  • Waterford Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Waterford Advisors's 13F filing for Q1 2026, filed 15 May 2026.