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Woodley Farra Manion Portfolio Management’s Caterpillar CAT Stock Holding History

Woodley Farra Manion Portfolio 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 		$1.21M Sell
1,702
-117
-6% -$81K 0.06% 69
2025
Q4 		$1.04M Hold
1,819
– – 0.05% 68
2025
Q3 		$868K Sell
1,819
-10
-0.5% -$4.27K 0.04% 71
2025
Q2 		$710K Sell
1,829
-92
-5% -$30.7K 0.03% 73
2025
Q1 		$634K Buy
1,921
+24
+1% +$8.55K 0.03% 74
2024
Q4 		$688K Sell
1,897
-67
-3% -$26K 0.03% 69
2024
Q3 		$768K Hold
1,964
– – 0.04% 66
2024
Q2 		$654K Sell
1,964
-32
-2% -$11.1K 0.04% 68
2024
Q1 		$731K Sell
1,996
-125
-6% -$40K 0.04% 69
2023
Q4 		$627K Sell
2,121
-38
-2% -$9.86K 0.04% 71
2023
Q3 		$589K Buy
2,159
+458
+27% +$124K 0.04% 68
2023
Q2 		$419K Buy
1,701
+17
+1% +$3.79K 0.03% 75
2023
Q1 		$385K Buy
1,684
+225
+15% +$54.4K 0.03% 75
2022
Q4 		$350K Sell
1,459
-75
-5% -$16.3K 0.03% 75
2022
Q3 		$252K Buy
1,534
+66
+4% +$12.1K 0.02% 80
2022
Q2 		$262K Sell
1,468
-57
-4% -$12K 0.02% 78
2022
Q1 		$340K Buy
1,525
+75
+5% +$15.7K 0.03% 76
2021
Q4 		$300K Sell
1,450
-630
-30% -$127K 0.02% 87
2021
Q3 		$399K Buy
2,080
+165
+9% +$34.4K 0.03% 72
2021
Q2 		$417K Buy
1,915
+115
+6% +$26.6K 0.03% 74
2021
Q1 		$417K Buy
+1,800
New +$373K 0.03% 72
2020
Q3 		– Sell
-366
Closed -$46K – 134
2020
Q2 		$46K Buy
366
+50
+16% +$5.93K ﹤0.01% 173
2020
Q1 		$37K Buy
316
+66
+26% +$8.43K ﹤0.01% 183
2019
Q4 		$37K Buy
+250
New +$34.9K ﹤0.01% 200

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

Woodley Farra Manion Portfolio Management's CAT Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management reduced its Caterpillar (CAT) stake by 6.4% in Q1 2026, selling an estimated $81K and leaving 1,702 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #69.

Woodley Farra Manion Portfolio Management first reported a position in CAT in Q4 2019 and has held it in 24 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Woodley Farra Manion Portfolio Management held 1,702 shares of Caterpillar worth $1.21M as of Q1 2026.
  • Woodley Farra Manion Portfolio Management sold 117 Caterpillar shares in Q1 2026, an estimated $81K.
  • Caterpillar made up 0.06% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #69 holding.
  • Woodley Farra Manion Portfolio Management first reported a position in Caterpillar in Q4 2019 and has held it in 24 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.