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Wilson & Boucher Capital Management’s Caterpillar CAT Stock Holding History

Wilson & Boucher Capital Management’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 		$4.15M Sell
5,852
-119
-2% -$82.4K 2.75% 7
2025
Q4 		$3.42M Sell
5,971
-10
-0.2% -$5.56K 2.25% 11
2025
Q3 		$2.85M Sell
5,981
-50
-0.8% -$21.3K 1.88% 13
2025
Q2 		$2.34M Hold
6,031
– – 1.63% 15
2025
Q1 		$1.99M Sell
6,031
-125
-2% -$44.5K 1.48% 16
2024
Q4 		$2.23M Sell
6,156
-125
-2% -$48.5K 1.58% 15
2024
Q3 		$2.46M Sell
6,281
-31
-0.5% -$10.7K 1.69% 15
2024
Q2 		$2.1M Buy
6,312
+25
+0.4% +$8.67K 1.61% 15
2024
Q1 		$2.3M Sell
6,287
-694
-10% -$222K 1.82% 13
2023
Q4 		$2.06M Hold
6,981
– – 1.74% 15
2023
Q3 		$1.91M Hold
6,981
– – 1.81% 16
2023
Q2 		$1.72M Hold
6,981
– – 1.55% 19
2023
Q1 		$1.6M Buy
6,981
+15
+0.2% +$3.63K 1.54% 19
2022
Q4 		$1.67M Buy
6,966
+345
+5% +$75.1K 1.71% 18
2022
Q3 		$1.09M Buy
6,621
+200
+3% +$36.5K 1.26% 25
2022
Q2 		$1.15M Sell
6,421
-200
-3% -$42.1K 1.26% 26
2022
Q1 		$1.48M Buy
6,621
+250
+4% +$52.4K 1.34% 20
2021
Q4 		$1.32M Buy
+6,371
New +$1.28M 1.19% 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 $336B AUM 34.66% 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

Wilson & Boucher Capital Management's CAT Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its Caterpillar (CAT) stake by 2% in Q1 2026, selling an estimated $82.4K and leaving 5,852 shares worth $4.15M. The position accounts for 2.75% of the portfolio, ranked #7.

Wilson & Boucher Capital Management first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 3,740 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Wilson & Boucher Capital Management held 5,852 shares of Caterpillar worth $4.15M as of Q1 2026.
  • Wilson & Boucher Capital Management sold 119 Caterpillar shares in Q1 2026, an estimated $82.4K.
  • Caterpillar made up 2.75% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #7 holding.
  • Wilson & Boucher Capital Management first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • 3,740 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.