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Westshore Wealth’s Caterpillar CAT Stock Holding History

Westshore Wealth’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 		$832K Sell
1,174
-36
-3% -$24.9K 0.29% 37
2025
Q4 		$693K Sell
1,210
-78
-6% -$43.4K 0.23% 39
2025
Q3 		$614K Sell
1,288
-28
-2% -$12K 0.21% 42
2025
Q2 		$511K Buy
1,316
+1
+0.1% +$333 0.2% 43
2025
Q1 		$434K Sell
1,315
-8
-0.6% -$2.85K 0.18% 51
2024
Q4 		$480K Hold
1,323
– – 0.19% 40
2024
Q3 		$517K Sell
1,323
-23
-2% -$7.94K 0.21% 37
2024
Q2 		$448K Sell
1,346
-9
-0.7% -$3.12K 0.19% 37
2024
Q1 		$497K Sell
1,355
-8
-0.6% -$2.56K 0.21% 37
2023
Q4 		$403K Sell
1,363
-8
-0.6% -$2.08K 0.19% 41
2023
Q3 		$374K Buy
1,371
+9
+0.7% +$2.44K 0.21% 39
2023
Q2 		$335K Sell
1,362
-27
-2% -$6.02K 0.17% 58
2023
Q1 		$318K Buy
1,389
+79
+6% +$19.1K 0.17% 65
2022
Q4 		$314K Hold
1,310
– – 0.18% 66
2022
Q3 		$215K Buy
1,310
+176
+16% +$32.2K 0.15% 85
2022
Q2 		$203K Buy
1,134
+192
+20% +$40.5K 0.13% 91
2022
Q1 		$210K Buy
+942
New +$198K 0.14% 88
2021
Q3 		– Sell
-5,734
Closed -$1.25M – 90
2021
Q2 		$1.25M Buy
5,734
+8
+0.1% +$1.85K 0.64% 28
2021
Q1 		$1.33M Buy
+5,726
New +$1.19M 0.76% 27

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

Westshore Wealth's CAT Position: Q1 2026 in Review

Westshore Wealth reduced its Caterpillar (CAT) stake by 3% in Q1 2026, selling an estimated $24.9K and leaving 1,174 shares worth $832K. The position accounts for 0.29% of the portfolio, ranked #37.

Westshore Wealth first reported a position in CAT in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q1 2021. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Westshore Wealth held 1,174 shares of Caterpillar worth $832K as of Q1 2026.
  • Westshore Wealth sold 36 Caterpillar shares in Q1 2026, an estimated $24.9K.
  • Caterpillar made up 0.29% of Westshore Wealth's portfolio in Q1 2026, its #37 holding.
  • Westshore Wealth first reported a position in Caterpillar in Q1 2021 and has held it in 19 quarters since.
  • Westshore Wealth's Caterpillar position peaked at $1.33M in Q1 2021.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.