Woodard & Company Asset Management Group’s Caterpillar CAT Stock Holding History

Woodard & Company Asset Management Group’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	$2.92M	Sell	4,124 -1,576	-28%	-$1.09M	0.47%	41
2025 Q4	$3.27M	Buy	5,700 +152	+3%	+$84.5K	0.52%	34
2025 Q3	$2.65M	Buy	5,548 +284	+5%	+$121K	0.43%	38
2025 Q2	$2.04M	Buy	5,264 +248	+5%	+$82.7K	0.38%	41
2025 Q1	$1.65M	Buy	5,016 +204	+4%	+$72.7K	0.34%	44
2024 Q4	$1.75M	Buy	4,812 +186	+4%	+$72.1K	0.38%	37
2024 Q3	$1.81M	Buy	4,626 +142	+3%	+$49K	0.41%	38
2024 Q2	$1.49M	Buy	4,484 +100	+2%	+$34.7K	0.37%	39
2024 Q1	$1.61M	Buy	4,384 +284	+7%	+$90.8K	0.43%	34
2023 Q4	$1.21M	Buy	+4,100	New	+$1.06M	0.35%	41

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

Woodard & Company Asset Management Group's CAT Position: Q1 2026 in Review

Woodard & Company Asset Management Group reduced its Caterpillar (CAT) stake by 28% in Q1 2026, selling an estimated $1.09M and leaving 4,124 shares worth $2.92M. The position accounts for 0.47% of the portfolio, ranked #41.

Woodard & Company Asset Management Group first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.27M in Q4 2025. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Woodard & Company Asset Management Group held 4,124 shares of Caterpillar worth $2.92M as of Q1 2026.
Woodard & Company Asset Management Group sold 1,576 Caterpillar shares in Q1 2026, an estimated $1.09M.
Caterpillar made up 0.47% of Woodard & Company Asset Management Group's portfolio in Q1 2026, its #41 holding.
Woodard & Company Asset Management Group first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
Woodard & Company Asset Management Group's Caterpillar position peaked at $3.27M in Q4 2025.
3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2026, filed 28 Apr 2026.