Wimmer Associates 1’s Caterpillar CAT Stock Holding History

Wimmer Associates 1’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	$1.6M	Buy	2,263 +41	+2%	+$28.4K	0.78%	34
2025 Q4	$1.27M	Hold	2,222	–	–	0.59%	39
2025 Q3	$1.06M	Hold	2,222	–	–	0.51%	50
2025 Q2	$863K	Hold	2,222	–	–	0.44%	54
2025 Q1	$783K	Sell	2,222 -163	-7%	-$58.1K	0.41%	55
2024 Q4	$865K	Hold	2,385	–	–	0.43%	55
2024 Q3	$933K	Hold	2,385	–	–	0.46%	52
2024 Q2	$794K	Hold	2,385	–	–	0.41%	57
2024 Q1	$874K	Hold	2,385	–	–	0.46%	53
2023 Q4	$705K	Hold	2,385	–	–	0.4%	61
2023 Q3	$651K	Sell	2,385 -6	-0.3%	-$1.63K	0.41%	58
2023 Q2	$588K	Hold	2,391	–	–	0.35%	69
2023 Q1	$505K	Buy	2,391 +20	+0.8%	+$4.83K	0.32%	75
2022 Q4	$568K	Hold	2,371	–	–	0.37%	71
2022 Q3	$513K	Hold	2,371	–	–	0.34%	73
2022 Q2	$424K	Hold	2,371	–	–	0.28%	80
2022 Q1	$528K	Buy	2,371 +80	+3%	+$16.8K	0.29%	74
2021 Q4	$474K	Buy	2,291 +29	+1%	+$5.84K	0.25%	78
2021 Q3	$434K	Buy	2,262 +35	+2%	+$7.29K	0.26%	78
2021 Q2	$485K	Hold	2,227	–	–	0.28%	75
2021 Q1	$516K	Sell	2,227 -58	-3%	-$12K	0.28%	71
2020 Q4	$416K	Hold	2,285	–	–	0.25%	80
2020 Q3	$341K	Hold	2,285	–	–	0.23%	81
2020 Q2	$325K	Sell	2,285 -116	-5%	-$13.8K	0.25%	80
2020 Q1	$279K	Buy	2,401 +190	+9%	+$24.3K	0.26%	77
2019 Q4	$327K	Hold	2,211	–	–	0.26%	87
2019 Q3	$279K	Sell	2,211 -695	-24%	-$88.3K	0.24%	86
2019 Q2	$396K	Hold	2,906	–	–	0.35%	71
2019 Q1	$394K	Hold	2,906	–	–	0.35%	73
2018 Q4	$369K	Sell	2,906 -147	-5%	-$19.1K	0.37%	69
2018 Q3	$466K	Sell	3,053 -106	-3%	-$15K	0.39%	67
2018 Q2	$429K	Sell	3,159 -100	-3%	-$14.9K	0.38%	68
2018 Q1	$480K	Hold	3,259	–	–	0.42%	66
2017 Q4	$514K	Hold	3,259	–	–	0.46%	63
2017 Q3	$406K	Buy	3,259 +20	+0.6%	+$2.3K	0.37%	75
2017 Q2	$348K	Sell	3,239 -545	-14%	-$55.4K	0.32%	82
2017 Q1	$351K	Sell	3,784 -2,366	-38%	-$224K	0.33%	86
2016 Q4	$570K	Buy	6,150 +896	+17%	+$81.2K	0.53%	58
2016 Q3	$466K	Sell	5,254 -200	-4%	-$16.4K	0.42%	71
2016 Q2	$413K	Sell	5,454 -575	-10%	-$43.1K	0.37%	76
2016 Q1	$461K	Sell	6,029 -50	-0.8%	-$3.35K	0.42%	68
2015 Q4	$413K	Buy	+6,079	New	+$425K	0.43%	71

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wimmer Associates 1's CAT Position: Q1 2026 in Review

Wimmer Associates 1 increased its Caterpillar (CAT) stake by 1.8% in Q1 2026, buying an estimated $28.4K and bringing the position to 2,263 shares worth $1.6M. The position accounts for 0.78% of the portfolio, ranked #34.

Wimmer Associates 1 first reported a position in CAT in Q4 2015 and has held it in 42 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Wimmer Associates 1 held 2,263 shares of Caterpillar worth $1.6M as of Q1 2026.
Wimmer Associates 1 bought 41 Caterpillar shares in Q1 2026, an estimated $28.4K.
Caterpillar made up 0.78% of Wimmer Associates 1's portfolio in Q1 2026, its #34 holding.
Wimmer Associates 1 first reported a position in Caterpillar in Q4 2015 and has held it in 42 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.