Waycross Partners’s Caterpillar CAT Stock Holding History

Waycross Partners’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	$1.24M	Sell	1,750 -600	-26%	-$416K	0.12%	32
2025 Q4	$1.35M	Sell	2,350 -350	-13%	-$195K	0.11%	52
2025 Q3	$1.29M	Hold	2,700	–	–	0.11%	54
2025 Q2	$1.05M	Hold	2,700	–	–	0.1%	53
2025 Q1	$890K	Hold	2,700	–	–	0.1%	48
2024 Q4	$979K	Hold	2,700	–	–	0.13%	48
2024 Q3	$1.06M	Hold	2,700	–	–	0.15%	49
2024 Q2	$899K	Hold	2,700	–	–	0.14%	56
2024 Q1	$989K	Hold	2,700	–	–	0.17%	55
2023 Q4	$798K	Hold	2,700	–	–	0.15%	63
2023 Q3	$737K	Hold	2,700	–	–	0.16%	65
2023 Q2	$664K	Hold	2,700	–	–	0.14%	71
2023 Q1	$618K	Hold	2,700	–	–	0.18%	69
2022 Q4	$647K	Sell	2,700 -10,643	-80%	-$2.32M	0.23%	66
2022 Q3	$2.19M	Sell	13,343 -12,577	-49%	-$2.3M	1.47%	25
2022 Q2	$4.63M	Sell	25,920 -37	-0.1%	-$7.8K	3.08%	5
2022 Q1	$5.78M	Buy	25,957 +13,673	+111%	+$2.87M	3.37%	6
2021 Q4	$2.54M	Buy	12,284 +402	+3%	+$80.9K	1.45%	26
2021 Q3	$2.28M	Sell	11,882 -327	-3%	-$68.1K	1.44%	25
2021 Q2	$2.66M	Sell	12,209 -818	-6%	-$189K	1.41%	26
2021 Q1	$3.02M	Sell	13,027 -2,845	-18%	-$589K	1.68%	22
2020 Q4	$2.89M	Buy	+15,872	New	+$2.69M	1.8%	18

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

Waycross Partners's CAT Position: Q1 2026 in Review

Waycross Partners reduced its Caterpillar (CAT) stake by 26% in Q1 2026, selling an estimated $416K and leaving 1,750 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #32.

Waycross Partners first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.78M in Q1 2022. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Waycross Partners held 1,750 shares of Caterpillar worth $1.24M as of Q1 2026.
Waycross Partners sold 600 Caterpillar shares in Q1 2026, an estimated $416K.
Caterpillar made up 0.12% of Waycross Partners's portfolio in Q1 2026, its #32 holding.
Waycross Partners first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
Waycross Partners's Caterpillar position peaked at $5.78M in Q1 2022.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Waycross Partners's 13F filing for Q1 2026, filed 7 May 2026.