Westover Capital Advisors’s Caterpillar CAT Stock Holding History

Westover Capital 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	$3.31M	Hold	4,676	–	–	0.61%	41
2025 Q4	$2.68M	Hold	4,676	–	–	0.49%	47
2025 Q3	$2.23M	Hold	4,676	–	–	0.41%	52
2025 Q2	$1.82M	Hold	4,676	–	–	0.36%	63
2025 Q1	$1.54M	Buy	4,676 +430	+10%	+$153K	0.34%	66
2024 Q4	$1.54M	Hold	4,246	–	–	0.34%	72
2024 Q3	$1.66M	Buy	4,246 +775	+22%	+$268K	0.32%	71
2024 Q2	$1.16M	Buy	3,471 +2,202	+174%	+$764K	0.3%	84
2024 Q1	$465K	Buy	1,269 +85	+7%	+$27.2K	0.14%	117
2023 Q4	$350K	Hold	1,184	–	–	0.11%	126
2023 Q3	$323K	Hold	1,184	–	–	0.12%	133
2023 Q2	$291K	Buy	1,184 +1	+0.1%	+$223	0.1%	144
2023 Q1	$271K	Hold	1,183	–	–	0.1%	138
2022 Q4	$283K	Buy	+1,183	New	+$258K	0.11%	126
2014 Q1	–	Sell	-23,043	Closed	-$2.09M	–	82
2013 Q4	$2.09M	Sell	23,043 -1,572	-6%	-$134K	2%	20
2013 Q3	$2.05M	Sell	24,615 -4,031	-14%	-$341K	2.13%	18
2013 Q2	$2.36M	Buy	+28,646	New	+$2.44M	2.32%	17

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westover Capital Advisors's CAT Position: Q1 2026 in Review

Westover Capital Advisors held its Caterpillar (CAT) position steady in Q1 2026 at 4,676 shares worth $3.31M. The position accounts for 0.61% of the portfolio, ranked #41.

Westover Capital Advisors first reported a position in CAT in Q2 2013 and has held it in 17 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Westover Capital Advisors held 4,676 shares of Caterpillar worth $3.31M as of Q1 2026.
Westover Capital Advisors left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.61% of Westover Capital Advisors's portfolio in Q1 2026, its #41 holding.
Westover Capital Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 17 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.