How many shares of CAT does Waverly Advisors, LLC own?

As of 2026-Q2, Waverly Advisors, LLC holds 94,324 shares of CAT (CATERPILLAR INC).

What is Waverly Advisors, LLC's CAT position worth?

As of 2026-Q2, Waverly Advisors, LLC's CAT position is worth $100.4M.

In 2026-Q2, Waverly Advisors, LLC decreased their CAT position (-9.5% change in shares).

Based on available 13F filings, Waverly Advisors, LLC first reported a position in CAT in 2019-Q1. They have held the position across 30 quarters.

Position history for WAWaverly Advisors, LLC's holdings in CATERPILLAR INC

Current Value

$100.4M

Current Shares

94,324

Total Value Change

+$100.2M

Total Shares Change

+92,645

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	94,324	-9.5%	$100.4M	0.6%	$1,062.93	0
2026-Q1	Increased	104,253	+116.5%	$73.9M	0.6%	$705.80	67
2025-Q4	Increased	48,166	+87.3%	$27.6M	0.2%	$569.39	54
2025-Q3	Increased	25,720	+5.8%	$12.3M	0.1%	$472.89	35
2025-Q2	Increased	24,300	+2.1%	$9.4M	0.1%	$383.34	34
2025-Q1	Increased	23,798	+10.5%	$7.8M	0.1%	$324.10	30
2024-Q4	Increased	21,529	+48.0%	$7.8M	0.1%	$355.19	45
2024-Q3	Decreased	14,551	-0.4%	$5.7M	0.1%	$381.59	0
2024-Q2	Increased	14,610	+37.6%	$4.9M	0.1%	$323.67	35
2024-Q1	Increased	10,620	+60.8%	$3.9M	0.1%	$354.76	38
2023-Q4	Decreased	6,606	-16.6%	$2M	0.1%	$284.93	0
2023-Q3	Increased	7,919	+9.3%	$2.2M	0.1%	$261.73	28
2023-Q2	Increased	7,243	+54.8%	$1.8M	0.1%	$234.73	36
2023-Q1	Increased	4,680	+10.8%	$1.1M	0.1%	$217.14	28
2022-Q4	Increased	4,224	+12.4%	$1M	0.1%	$226.23	28
2022-Q3	Increased	3,758	+13.6%	$617,000	0.0%	$153.92	28
2022-Q2	Decreased	3,307	-0.4%	$591,000	0.1%	$166.53	0
2022-Q1	Increased	3,319	+2.9%	$740,000	0.1%	$206.59	25
2021-Q4	Decreased	3,225	-15.2%	$649,000	0.1%	$190.75	0
2021-Q3	Increased	3,804	+0.2%	$793,000	0.1%	$176.15	25
2021-Q2	Increased	3,796	+16.1%	$830,000	0.1%	$198.63	29
2021-Q1	Increased	3,271	+80.1%	$769,000	0.1%	$210.68	38
2020-Q4	Increased	1,816	+0.6%	$360,000	0.0%	$164.51	24
2020-Q3	Increased	1,806	+0.1%	$284,000	0.0%	$133.98	23
2020-Q2	Increased	1,804	+0.1%	$254,000	0.0%	$112.79	23
2020-Q1	Increased	1,803	+1.5%	$209,000	0.0%	$102.52	23
2019-Q4	Decreased	1,776	-0.2%	$244,000	0.0%	$129.57	0
2019-Q3	Increased	1,779	+6.0%	$225,000	0.0%	$109.95	24
2019-Q2	Unchanged	1,679	0.0%	$229,000	0.0%	$117.74	0
2019-Q1	New	1,679	-	$227,000	0.0%	$116.34	32