WFI
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West Family Investments’s Caterpillar CAT Stock Holding History

West Family Investments’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 		$871K Sell
1,230
-997
-45% -$691K 0.31% 59
2025
Q4 		$1.28M Sell
2,227
-138
-6% -$76.7K 0.3% 66
2025
Q3 		$1.13M Buy
2,365
+203
+9% +$86.7K 0.25% 85
2025
Q2 		$839K Buy
2,162
+500
+30% +$167K 0.22% 96
2025
Q1 		$548K Sell
1,662
-18
-1% -$6.41K 0.21% 96
2024
Q4 		$609K Sell
1,680
-21
-1% -$8.14K 0.21% 92
2024
Q3 		$665K Buy
1,701
+162
+11% +$55.9K 0.23% 89
2024
Q2 		$513K Hold
1,539
– – 0.15% 107
2024
Q1 		$564K Hold
1,539
– – 0.18% 104
2023
Q4 		$455K Hold
1,539
– – 0.15% 101
2023
Q3 		$420K Hold
1,539
– – 0.15% 109
2023
Q2 		$379K Buy
+1,539
New +$343K 0.15% 125
2023
Q1 		– Sell
-1,539
Closed -$369K – 224
2022
Q4 		$369K Buy
1,539
+21
+1% +$4.57K 0.13% 133
2022
Q3 		$249K Buy
1,518
+253
+20% +$46.2K 0.1% 174
2022
Q2 		$226K Buy
1,265
+159
+14% +$33.5K 0.09% 197
2022
Q1 		$246K Sell
1,106
-217
-16% -$45.5K 0.07% 225
2021
Q4 		$274K Buy
+1,323
New +$266K 0.07% 224
2021
Q3 		– Sell
-1,787
Closed -$389K – 344
2021
Q2 		$389K Buy
+1,787
New +$413K 0.11% 177

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

West Family Investments's CAT Position: Q1 2026 in Review

West Family Investments reduced its Caterpillar (CAT) stake by 45% in Q1 2026, selling an estimated $691K and leaving 1,230 shares worth $871K. The position accounts for 0.31% of the portfolio, ranked #59.

West Family Investments first reported a position in CAT in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.28M in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • West Family Investments held 1,230 shares of Caterpillar worth $871K as of Q1 2026.
  • West Family Investments sold 997 Caterpillar shares in Q1 2026, an estimated $691K.
  • Caterpillar made up 0.31% of West Family Investments's portfolio in Q1 2026, its #59 holding.
  • West Family Investments first reported a position in Caterpillar in Q2 2021 and has held it in 18 quarters since.
  • West Family Investments's Caterpillar position peaked at $1.28M in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.