Wescott Financial Advisory Group’s Caterpillar CAT Stock Holding History

Wescott Financial Advisory Group’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	$958K	Buy	1,352 +4	+0.3%	+$2.77K	0.08%	101
2025 Q4	$772K	Buy	1,348 +478	+55%	+$266K	0.07%	111
2025 Q3	$415K	Buy	870 +14	+2%	+$5.98K	0.04%	131
2025 Q2	$332K	Buy	856 +15	+2%	+$5K	0.03%	140
2025 Q1	$277K	Sell	841 -34	-4%	-$12.1K	0.03%	146
2024 Q4	$317K	Buy	875 +48	+6%	+$18.6K	0.03%	140
2024 Q3	$323K	Buy	827 +18	+2%	+$6.22K	0.03%	142
2024 Q2	$269K	Buy	809 +9	+1%	+$3.12K	0.03%	147
2024 Q1	$293K	Sell	800 -129	-14%	-$41.2K	0.04%	140
2023 Q4	$275K	Hold	929	–	–	0.04%	138
2023 Q3	$254K	Sell	929 -50	-5%	-$13.6K	0.05%	138
2023 Q2	$241K	Buy	979 +34	+4%	+$7.58K	0.04%	144
2023 Q1	$216K	Buy	+945	New	+$228K	0.05%	144

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

Wescott Financial Advisory Group's CAT Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Caterpillar (CAT) stake by 0.3% in Q1 2026, buying an estimated $2.77K and bringing the position to 1,352 shares worth $958K. The position accounts for 0.08% of the portfolio, ranked #101.

Wescott Financial Advisory Group first reported a position in CAT in Q1 2023 and has held it in 13 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Wescott Financial Advisory Group held 1,352 shares of Caterpillar worth $958K as of Q1 2026.
Wescott Financial Advisory Group bought 4 Caterpillar shares in Q1 2026, an estimated $2.77K.
Caterpillar made up 0.08% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #101 holding.
Wescott Financial Advisory Group first reported a position in Caterpillar in Q1 2023 and has held it in 13 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.