WIM
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Waverton Investment Management’s Caterpillar CAT Stock Holding History

Waverton Investment Management’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
Q4 		– Sell
-562
Closed -$268K – 16
2025
Q3 		$268K Hold
562
– – ﹤0.01% 94
2025
Q2 		$218K Buy
+562
New +$187K ﹤0.01% 103
2025
Q1 		– Sell
-562
Closed -$204K – 105
2024
Q4 		$204K Buy
+562
New +$218K ﹤0.01% 98
2013
Q4 		– Sell
-14,350
Closed -$1.2M – 166
2013
Q3 		$1.2M Buy
+14,350
New +$1.21M 0.07% 164

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Waverton Investment Management's CAT Position: Q4 2025 in Review

Waverton Investment Management sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 562 shares — an estimated $268K sold.

Waverton Investment Management first reported a position in CAT in Q3 2013 and held it in 4 quarters. The position peaked at $1.2M in Q3 2013. 3,529 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Waverton Investment Management reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 562 Caterpillar shares in Q4 2025, an estimated $268K.
  • Waverton Investment Management first reported a position in Caterpillar in Q3 2013 and held it in 4 quarters.
  • Waverton Investment Management's Caterpillar position peaked at $1.2M in Q3 2013.
  • 3,529 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.