WC
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Westerkirk Capital’s Caterpillar CAT Stock Holding History

Westerkirk Capital’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 		$5.58M Sell
7,877
-3,955
-33% -$2.74M 0.6% 42
2025
Q4 		$6.78M Buy
11,832
+4,914
+71% +$2.73M 0.66% 36
2025
Q3 		$3.3M Sell
6,918
-292
-4% -$125K 0.38% 58
2025
Q2 		$2.8M Buy
+7,210
New +$2.4M 0.35% 60

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

Westerkirk Capital's CAT Position: Q1 2026 in Review

Westerkirk Capital reduced its Caterpillar (CAT) stake by 33% in Q1 2026, selling an estimated $2.74M and leaving 7,877 shares worth $5.58M. The position accounts for 0.6% of the portfolio, ranked #42.

Westerkirk Capital first reported a position in CAT in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.78M in Q4 2025. 3,739 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Westerkirk Capital held 7,877 shares of Caterpillar worth $5.58M as of Q1 2026.
  • Westerkirk Capital sold 3,955 Caterpillar shares in Q1 2026, an estimated $2.74M.
  • Caterpillar made up 0.6% of Westerkirk Capital's portfolio in Q1 2026, its #42 holding.
  • Westerkirk Capital first reported a position in Caterpillar in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Caterpillar position peaked at $6.78M in Q4 2025.
  • 3,739 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.