WFS
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Widmann Financial Services’s Caterpillar CAT Stock Holding History

Widmann Financial Services’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 		$3.1M Sell
4,375
-99
-2% -$68.6K 1.84% 13
2025
Q4 		$2.56M Hold
4,474
– – 1.57% 16
2025
Q3 		$2.13M Sell
4,474
-55
-1% -$23.5K 1.34% 20
2025
Q2 		$1.76M Buy
4,529
+18
+0.4% +$6K 1.23% 23
2025
Q1 		$1.49M Buy
4,511
+185
+4% +$65.9K 1.16% 25
2024
Q4 		$1.57M Sell
4,326
-95
-2% -$36.8K 1.21% 22
2024
Q3 		$1.73M Sell
4,421
-30
-0.7% -$10.4K 1.31% 22
2024
Q2 		$1.48M Sell
4,451
-51
-1% -$17.7K 1.21% 23
2024
Q1 		$1.65M Sell
4,502
-140
-3% -$44.7K 1.39% 22
2023
Q4 		$1.37M Sell
4,642
-34
-0.7% -$8.82K 1.24% 26
2023
Q3 		$1.28M Sell
4,676
-20
-0.4% -$5.43K 1.27% 27
2023
Q2 		$1.16M Sell
4,696
-40
-0.8% -$8.92K 1.11% 33
2023
Q1 		$1.08M Sell
4,736
-49
-1% -$11.8K 1.09% 34
2022
Q4 		$1.15M Buy
4,785
+196
+4% +$42.7K 1.2% 29
2022
Q3 		$753K Buy
4,589
+80
+2% +$14.6K 0.83% 44
2022
Q2 		$806K Buy
4,509
+61
+1% +$12.9K 0.83% 44
2022
Q1 		$991K Buy
4,448
+211
+5% +$44.3K 0.88% 39
2021
Q4 		$876K Buy
+4,237
New +$853K 0.72% 42

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

Widmann Financial Services's CAT Position: Q1 2026 in Review

Widmann Financial Services reduced its Caterpillar (CAT) stake by 2.2% in Q1 2026, selling an estimated $68.6K and leaving 4,375 shares worth $3.1M. The position accounts for 1.84% of the portfolio, ranked #13.

Widmann Financial Services first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Widmann Financial Services held 4,375 shares of Caterpillar worth $3.1M as of Q1 2026.
  • Widmann Financial Services sold 99 Caterpillar shares in Q1 2026, an estimated $68.6K.
  • Caterpillar made up 1.84% of Widmann Financial Services's portfolio in Q1 2026, its #13 holding.
  • Widmann Financial Services first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.