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Westwood Holdings Group’s Caterpillar CAT Stock Holding History

Westwood Holdings Group’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 		$2.86M Sell
4,033
-1,296
-24% -$898K 0.02% 307
2025
Q4 		$3.05M Buy
5,329
+415
+8% +$231K 0.02% 301
2025
Q3 		$2.35M Sell
4,914
-1,893
-28% -$808K 0.02% 331
2025
Q2 		$2.64M Buy
6,807
+960
+16% +$320K 0.02% 314
2025
Q1 		$1.93M Sell
5,847
-56
-0.9% -$19.9K 0.01% 324
2024
Q4 		$2.14M Buy
5,903
+57
+1% +$22.1K 0.02% 315
2024
Q3 		$2.29M Buy
5,846
+3
+0.1% +$1.04K 0.01% 326
2024
Q2 		$1.95M Hold
5,843
– – 0.01% 320
2024
Q1 		$2.14M Sell
5,843
-1,602
-22% -$512K 0.02% 305
2023
Q4 		$2.2M Hold
7,445
– – 0.02% 297
2023
Q3 		$2.03M Sell
7,445
-260
-3% -$70.5K 0.02% 294
2023
Q2 		$1.9M Buy
7,705
+1,049
+16% +$234K 0.02% 304
2023
Q1 		$1.52M Sell
6,656
-2,120
-24% -$513K 0.01% 324
2022
Q4 		$2.1M Sell
8,776
-12
-0.1% -$2.61K 0.02% 302
2022
Q3 		$1.44M Sell
8,788
-518
-6% -$94.6K 0.02% 292
2022
Q2 		$1.66M Buy
9,306
+72
+0.8% +$15.2K 0.02% 298
2022
Q1 		$2.06M Buy
9,234
+609
+7% +$128K 0.02% 298
2021
Q4 		$1.78M Buy
8,625
+1,896
+28% +$382K 0.02% 303
2021
Q3 		$1.29M Sell
6,729
-496
-7% -$103K 0.01% 326
2021
Q2 		$1.57M Buy
7,225
+460
+7% +$106K 0.02% 310
2021
Q1 		$1.57M Sell
6,765
-726
-10% -$150K 0.02% 320
2020
Q4 		$1.36M Buy
7,491
+221
+3% +$37.5K 0.02% 313
2020
Q3 		$1.08M Buy
+7,270
New +$1.02M 0.01% 312
2018
Q3 		– Sell
-9,037
Closed -$1.23M – 415
2018
Q2 		$1.23M Sell
9,037
-1,684
-16% -$252K 0.01% 314
2018
Q1 		$1.58M Sell
10,721
-1,246
-10% -$197K 0.01% 299
2017
Q4 		$1.89M Sell
11,967
-125
-1% -$17.3K 0.01% 284
2017
Q3 		$1.51M Sell
12,092
-643
-5% -$74.1K 0.01% 286
2017
Q2 		$1.37M Sell
12,735
-4,081
-24% -$415K 0.01% 294
2017
Q1 		$1.56M Sell
16,816
-129
-0.8% -$12.2K 0.01% 285
2016
Q4 		$1.57M Sell
16,945
-23
-0.1% -$2.08K 0.01% 309
2016
Q3 		$1.51M Sell
16,968
-205
-1% -$16.8K 0.01% 317
2016
Q2 		$1.3M Buy
17,173
+136
+0.8% +$10.2K 0.01% 295
2016
Q1 		$1.3M Sell
17,037
-3,441
-17% -$231K 0.01% 285
2015
Q4 		$1.39M Sell
20,478
-19,061
-48% -$1.33M 0.01% 285
2015
Q3 		$2.58M Buy
39,539
+772
+2% +$59K 0.02% 272
2015
Q2 		$3.29M Buy
38,767
+4,060
+12% +$349K 0.02% 264
2015
Q1 		$2.78M Sell
34,707
-2,036
-6% -$169K 0.02% 269
2014
Q4 		$3.36M Sell
36,743
-692
-2% -$67.4K 0.03% 262
2014
Q3 		$3.71M Sell
37,435
-367
-1% -$38.9K 0.03% 248
2014
Q2 		$4.11M Sell
37,802
-695
-2% -$73K 0.03% 231
2014
Q1 		$3.83M Buy
38,497
+581
+2% +$54.8K 0.03% 223
2013
Q4 		$3.44M Buy
37,916
+2,077
+6% +$177K 0.03% 231
2013
Q3 		$2.99M Buy
35,839
+1,139
+3% +$96.3K 0.03% 250
2013
Q2 		$2.86M Buy
+34,700
New +$2.95M 0.03% 246

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

Westwood Holdings Group's CAT Position: Q1 2026 in Review

Westwood Holdings Group reduced its Caterpillar (CAT) stake by 24% in Q1 2026, selling an estimated $898K and leaving 4,033 shares worth $2.86M. The position accounts for 0.02% of the portfolio, ranked #307.

Westwood Holdings Group first reported a position in CAT in Q2 2013 and has held it in 44 quarters since. The position peaked at $4.11M in Q2 2014. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Westwood Holdings Group held 4,033 shares of Caterpillar worth $2.86M as of Q1 2026.
  • Westwood Holdings Group sold 1,296 Caterpillar shares in Q1 2026, an estimated $898K.
  • Caterpillar made up 0.02% of Westwood Holdings Group's portfolio in Q1 2026, its #307 holding.
  • Westwood Holdings Group first reported a position in Caterpillar in Q2 2013 and has held it in 44 quarters since.
  • Westwood Holdings Group's Caterpillar position peaked at $4.11M in Q2 2014.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.