William Blair & Company
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William Blair & Company’s Caterpillar CAT Stock Holding History

William Blair & Company’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 		$84M Buy
118,501
+2,249
+2% +$1.56M 0.24% 97
2025
Q4 		$66.6M Buy
116,252
+636
+0.6% +$353K 0.18% 123
2025
Q3 		$55.2M Buy
115,616
+2,072
+2% +$885K 0.15% 135
2025
Q2 		$44.1M Sell
113,544
-735
-0.6% -$245K 0.12% 152
2025
Q1 		$37.7M Sell
114,279
-1,112
-1% -$396K 0.11% 162
2024
Q4 		$41.9M Buy
115,391
+1,174
+1% +$455K 0.12% 152
2024
Q3 		$44.7M Sell
114,217
-3,357
-3% -$1.16M 0.13% 134
2024
Q2 		$39.2M Sell
117,574
-49
-0% -$17K 0.12% 141
2024
Q1 		$43.1M Sell
117,623
-4,858
-4% -$1.55M 0.14% 134
2023
Q4 		$36.2M Sell
122,481
-1,897
-2% -$492K 0.12% 145
2023
Q3 		$34M Buy
124,378
+126
+0.1% +$34.2K 0.13% 144
2023
Q2 		$30.6M Sell
124,252
-226
-0.2% -$50.4K 0.11% 162
2023
Q1 		$28.5M Buy
124,478
+1,133
+0.9% +$274K 0.11% 163
2022
Q4 		$29.5M Sell
123,345
-1,553
-1% -$338K 0.13% 150
2022
Q3 		$20.5M Sell
124,898
-42,146
-25% -$7.7M 0.09% 181
2022
Q2 		$29.9M Sell
167,044
-13,032
-7% -$2.75M 0.13% 151
2022
Q1 		$40.1M Sell
180,076
-5,706
-3% -$1.2M 0.14% 150
2021
Q4 		$38.4M Buy
185,782
+51,207
+38% +$10.3M 0.12% 162
2021
Q3 		$25.8M Buy
134,575
+4,285
+3% +$892K 0.09% 201
2021
Q2 		$28.4M Buy
130,290
+14,854
+13% +$3.43M 0.1% 185
2021
Q1 		$26.8M Buy
115,436
+2,718
+2% +$563K 0.1% 179
2020
Q4 		$20.5M Buy
112,718
+3,829
+4% +$649K 0.08% 212
2020
Q3 		$16.2M Buy
108,889
+6,411
+6% +$901K 0.07% 212
2020
Q2 		$13M Buy
102,478
+27,899
+37% +$3.31M 0.06% 228
2020
Q1 		$8.65M Sell
74,579
-31,950
-30% -$4.08M 0.05% 251
2019
Q4 		$15.7M Sell
106,529
-4,716
-4% -$658K 0.08% 212
2019
Q3 		$14.1M Sell
111,245
-7,891
-7% -$1M 0.08% 216
2019
Q2 		$16.2M Buy
119,136
+4,337
+4% +$573K 0.09% 201
2019
Q1 		$15.6M Buy
114,799
+5,252
+5% +$698K 0.09% 199
2018
Q4 		$13.9M Sell
109,547
-34,764
-24% -$4.52M 0.1% 190
2018
Q3 		$22M Sell
144,311
-49,794
-26% -$7.04M 0.13% 161
2018
Q2 		$26.3M Sell
194,105
-25,652
-12% -$3.83M 0.18% 127
2018
Q1 		$32.4M Sell
219,757
-3,368
-2% -$532K 0.23% 107
2017
Q4 		$35.2M Buy
223,125
+50,021
+29% +$6.94M 0.24% 107
2017
Q3 		$21.6M Buy
173,104
+76,278
+79% +$8.78M 0.16% 142
2017
Q2 		$10.4M Buy
96,826
+22,590
+30% +$2.29M 0.08% 231
2017
Q1 		$7.04M Sell
74,236
-2,452
-3% -$232K 0.06% 266
2016
Q4 		$7.11M Buy
76,688
+227
+0.3% +$20.6K 0.06% 254
2016
Q3 		$6.79M Sell
76,461
-2,071
-3% -$169K 0.06% 257
2016
Q2 		$5.95M Sell
78,532
-19,390
-20% -$1.45M 0.06% 269
2016
Q1 		$7.5M Buy
97,922
+17,817
+22% +$1.19M 0.07% 231
2015
Q4 		$5.44M Sell
80,105
-232
-0.3% -$16.2K 0.05% 277
2015
Q3 		$5.25M Sell
80,337
-8,472
-10% -$648K 0.05% 310
2015
Q2 		$7.53M Sell
88,809
-5,239
-6% -$450K 0.01% 959
2015
Q1 		$7.53M Sell
94,048
-21,236
-18% -$1.76M 0.01% 914
2014
Q4 		$10.6M Sell
115,284
-4,667
-4% -$454K 0.02% 835
2014
Q3 		$11.9M Sell
119,951
-2,663
-2% -$282K 0.02% 776
2014
Q2 		$13.3M Sell
122,614
-1,152
-0.9% -$121K 0.02% 752
2014
Q1 		$12.3M Sell
123,766
-2,617
-2% -$247K 0.02% 754
2013
Q4 		$11.5M Buy
126,383
+29,939
+31% +$2.56M 0.02% 754
2013
Q3 		$8.04M Sell
96,444
-173,765
-64% -$14.7M 0.01% 799
2013
Q2 		$22.3M Buy
+270,209
New +$23M 0.04% 461

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

William Blair & Company's CAT Position: Q1 2026 in Review

William Blair & Company increased its Caterpillar (CAT) stake by 1.9% in Q1 2026, buying an estimated $1.56M and bringing the position to 118,501 shares worth $84M. The position accounts for 0.24% of the portfolio, ranked #97.

William Blair & Company first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • William Blair & Company held 118,501 shares of Caterpillar worth $84M as of Q1 2026.
  • William Blair & Company bought 2,249 Caterpillar shares in Q1 2026, an estimated $1.56M.
  • Caterpillar made up 0.24% of William Blair & Company's portfolio in Q1 2026, its #97 holding.
  • William Blair & Company first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.