WGC
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Watts Gwilliam & Co’s Caterpillar CAT Stock Holding History

Watts Gwilliam & Co’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
2025
Q3 		$682K Hold
1,429
– – 0.11% 114
2025
Q2 		$668K Buy
1,429
+46
+3% +$15.3K 0.11% 117
2025
Q1 		$456K Sell
1,383
-50
-3% -$17.8K 0.1% 134
2024
Q4 		$520K Sell
1,433
-36
-2% -$14K 0.11% 121
2024
Q3 		$570K Buy
+1,469
New +$507K 0.12% 113
2024
Q1 		$518K Buy
+1,445
New +$462K 0.16% 106

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Watts Gwilliam & Co's CAT Position: Q3 2025 in Review

Watts Gwilliam & Co held its Caterpillar (CAT) position steady in Q3 2025 at 1,429 shares worth $682K. The position accounts for 0.11% of the portfolio, ranked #114.

Watts Gwilliam & Co first reported a position in CAT in Q1 2024 and has held it in 6 quarters since. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Watts Gwilliam & Co held 1,429 shares of Caterpillar worth $682K as of Q3 2025.
  • Watts Gwilliam & Co left its Caterpillar share count unchanged in Q3 2025.
  • Caterpillar made up 0.11% of Watts Gwilliam & Co's portfolio in Q3 2025, its #114 holding.
  • Watts Gwilliam & Co first reported a position in Caterpillar in Q1 2024 and has held it in 6 quarters since.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.