Position history for Waverly Advisors, LLC's holdings in CATERPILLAR INC
Waverly Advisors, LLC holds 104,253 shares of CAT (CATERPILLAR INC), worth $73.9M as of 2026-Q1. The position was increased (+116.5% shares). CAT represents 0.6% of Waverly Advisors, LLC's portfolio.
Current Value
$73.9M
Current Shares
104,253
Total Value Change
+$69M
Total Shares Change
+89,643
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 104,253 |
+116.5% |
| $73.9M |
| 0.6% |
| $722.18 |
67 |
| 2025-Q4 | Increased | 48,166 | +87.3% | $27.6M | 0.2% | $576.04 | 54 |
| 2025-Q3 | Increased | 25,720 | +5.8% | $12.3M | 0.1% | $469.16 | 35 |
| 2025-Q2 | Increased | 24,300 | +2.1% | $9.4M | 0.1% | $381.32 | 34 |
| 2025-Q1 | Increased | 23,798 | +10.5% | $7.8M | 0.1% | $325.22 | 30 |
| 2024-Q4 | Increased | 21,529 | +48.0% | $7.8M | 0.1% | $356.77 | 45 |
| 2024-Q3 | Decreased | 14,551 | -0.4% | $5.7M | 0.1% | $382.99 | 0 |
| 2024-Q2 | Increased | 14,610 | +37.6% | $4.9M | 0.1% | $324.88 | 35 |