Westfield Capital Management’s Caterpillar CAT Stock Holding History

Westfield 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 Q2	$186M	Buy	174,620 +142,295	+440%	+$125M	0.61%	43
2026 Q1	$22.9M	Buy	+32,325	New	+$22.4M	0.1%	171
2021 Q3	–	Sell	-39,235	Closed	-$8.54M	–	242
2021 Q2	$8.54M	Buy	39,235 +1,613	+4%	+$373K	0.05%	190
2021 Q1	$8.72M	Sell	37,622 -338,185	-90%	-$70M	0.05%	189
2020 Q4	$68.4M	Sell	375,807 -45,509	-11%	-$7.72M	0.41%	86
2020 Q3	$62.8M	Buy	+421,316	New	+$59.2M	0.41%	81
2020 Q1	–	Sell	-788,043	Closed	-$116M	–	221
2019 Q4	$116M	Buy	788,043 +47,037	+6%	+$6.56M	0.83%	32
2019 Q3	$93.6M	Sell	741,006 -3,098	-0.4%	-$394K	0.75%	41
2019 Q2	$101M	Buy	744,104 +101,299	+16%	+$13.4M	0.76%	40
2019 Q1	$87.1M	Buy	+642,805	New	+$85.4M	0.66%	53
2018 Q3	–	Sell	-41,940	Closed	-$5.69M	–	255
2018 Q2	$5.69M	Buy	41,940 +11,020	+36%	+$1.65M	0.04%	217
2018 Q1	$4.56M	Sell	30,920 -11,190	-27%	-$1.77M	0.04%	221
2017 Q4	$6.64M	Buy	+42,110	New	+$5.84M	0.05%	207
2015 Q4	–	Sell	-710,028	Closed	-$46.4M	–	277
2015 Q3	$46.4M	Sell	710,028 -1,451,610	-67%	-$111M	0.33%	100
2015 Q2	$183M	Buy	2,161,638 +476,849	+28%	+$41M	1.12%	18
2015 Q1	$135M	Buy	1,684,789 +492,096	+41%	+$40.9M	0.78%	38
2014 Q4	$109M	Buy	1,192,693 +1,499	+0.1%	+$146K	0.64%	52
2014 Q3	$118M	Sell	1,191,194 -225,454	-16%	-$23.9M	0.72%	36
2014 Q2	$154M	Sell	1,416,648 -46,349	-3%	-$4.87M	0.92%	29
2014 Q1	$145M	Sell	1,462,997 -2,362	-0.2%	-$223K	0.87%	33
2013 Q4	$133M	Buy	+1,465,359	New	+$125M	0.78%	41

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Westfield Capital Management's CAT Position: Q2 2026 in Review

Westfield Capital Management increased its Caterpillar (CAT) stake by 440% in Q2 2026, buying an estimated $125M and bringing the position to 174,620 shares worth $186M. The position accounts for 0.61% of the portfolio, ranked #43.

Westfield Capital Management first reported a position in CAT in Q4 2013 and has held it in 21 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Westfield Capital Management held 174,620 shares of Caterpillar worth $186M as of Q2 2026.
Westfield Capital Management bought 142,295 Caterpillar shares in Q2 2026, an estimated $125M.
Caterpillar made up 0.61% of Westfield Capital Management's portfolio in Q2 2026, its #43 holding.
Westfield Capital Management first reported a position in Caterpillar in Q4 2013 and has held it in 21 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.