Westfield Capital Management
CAT icon

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
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
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

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

Westfield Capital Management opened a new position in Caterpillar (CAT) in Q1 2026: 32,325 shares worth $22.9M. The stake represents 0.1% of the portfolio and ranks #171 among its holdings. This is a return to the name: Westfield Capital Management previously reported a position in CAT as recently as Q2 2021.

Westfield Capital Management first reported a position in CAT in Q4 2013 and has held it in 20 quarters since. The position peaked at $183M in Q2 2015. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Westfield Capital Management held 32,325 shares of Caterpillar worth $22.9M as of Q1 2026.
  • Caterpillar was a new Westfield Capital Management position in Q1 2026.
  • Caterpillar made up 0.1% of Westfield Capital Management's portfolio in Q1 2026, its #171 holding.
  • Westfield Capital Management first reported a position in Caterpillar in Q4 2013 and has held it in 20 quarters since.
  • Westfield Capital Management's Caterpillar position peaked at $183M in Q2 2015.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Westfield Capital Management's 13F filing for Q1 2026, filed 11 May 2026.