WCM
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Winthrop Capital Management’s Caterpillar CAT Stock Holding History

Winthrop 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 		$215K Hold
304
– – 0.06% 119
2025
Q4 		$174K Hold
304
– – 0.04% 133
2025
Q3 		$145K Hold
304
– – 0.04% 129
2025
Q2 		$118K Hold
304
– – 0.03% 145
2025
Q1 		$100K Hold
304
– – 0.03% 138
2024
Q4 		$110K Buy
+304
New +$118K 0.03% 142
2024
Q1 		– Sell
-1,989
Closed -$588K – 173
2023
Q4 		$588K Buy
+1,989
New +$516K 0.19% 88

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VCM
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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

Winthrop Capital Management's CAT Position: Q1 2026 in Review

Winthrop Capital Management held its Caterpillar (CAT) position steady in Q1 2026 at 304 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #119.

Winthrop Capital Management first reported a position in CAT in Q4 2023 and has held it in 7 quarters since. The position peaked at $588K in Q4 2023. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Winthrop Capital Management held 304 shares of Caterpillar worth $215K as of Q1 2026.
  • Winthrop Capital Management left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.06% of Winthrop Capital Management's portfolio in Q1 2026, its #119 holding.
  • Winthrop Capital Management first reported a position in Caterpillar in Q4 2023 and has held it in 7 quarters since.
  • Winthrop Capital Management's Caterpillar position peaked at $588K in Q4 2023.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.