WCM
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Westend Capital Management’s Caterpillar CAT Stock Holding History

Westend Capital 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
2026
Q1 		$13.9M Buy
19,684
+435
+2% +$301K 4.19% 8
2025
Q4 		$11M Buy
19,249
+19,228
+91,562% +$10.7M 3.09% 20
2025
Q3 		$10K Buy
+21
New +$8.96K ﹤0.01% 137
2024
Q4 		– Sell
-6
Closed -$2.35K – 229
2024
Q3 		$2.35K Hold
6
– – ﹤0.01% 218
2024
Q2 		$1.97K Sell
6
-8
-57% -$2.77K ﹤0.01% 211
2024
Q1 		$5.13K Buy
+14
New +$4.47K ﹤0.01% 161

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

Westend Capital Management's CAT Position: Q1 2026 in Review

Westend Capital Management increased its Caterpillar (CAT) stake by 2.3% in Q1 2026, buying an estimated $301K and bringing the position to 19,684 shares worth $13.9M. The position accounts for 4.19% of the portfolio, ranked #8.

Westend Capital Management first reported a position in CAT in Q1 2024 and has held it in 6 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Westend Capital Management held 19,684 shares of Caterpillar worth $13.9M as of Q1 2026.
  • Westend Capital Management bought 435 Caterpillar shares in Q1 2026, an estimated $301K.
  • Caterpillar made up 4.19% of Westend Capital Management's portfolio in Q1 2026, its #8 holding.
  • Westend Capital Management first reported a position in Caterpillar in Q1 2024 and has held it in 6 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.