WFA
CAT icon

West Financial Advisors’s Caterpillar CAT Stock Holding History

West Financial Advisors’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 		– Sell
-13
Closed -$7.45K – 203
2025
Q4 		$7.45K Sell
13
-90
-87% -$50K ﹤0.01% 153
2025
Q3 		$49.1K Hold
103
– – 0.01% 103
2025
Q2 		$40K Hold
103
– – 0.01% 112
2025
Q1 		$34K Hold
103
– – 0.01% 114
2024
Q4 		$37.4K Hold
103
– – 0.01% 110
2024
Q3 		$40.3K Hold
103
– – 0.01% 96
2024
Q2 		$34.3K Hold
103
– – 0.01% 91
2024
Q1 		$37.7K Hold
103
– – 0.01% 89
2023
Q4 		$30.5K Sell
103
-36
-26% -$9.34K 0.01% 92
2023
Q3 		$37.9K Buy
139
+36
+35% +$9.77K 0.01% 88
2023
Q2 		$25.3K Buy
+103
New +$23K 0.01% 100

Other funds holding CAT

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

West Financial Advisors's CAT Position: Q1 2026 in Review

West Financial Advisors sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 13 shares — an estimated $7.45K sold.

West Financial Advisors first reported a position in CAT in Q2 2023 and held it in 11 quarters. The position peaked at $49.1K in Q3 2025. 3,755 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • West Financial Advisors reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • West Financial Advisors sold 13 Caterpillar shares in Q1 2026, an estimated $7.45K.
  • West Financial Advisors first reported a position in Caterpillar in Q2 2023 and held it in 11 quarters.
  • West Financial Advisors's Caterpillar position peaked at $49.1K in Q3 2025.
  • 3,755 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.