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CAT
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
104,253
+116.5%
$73.9M0.6%$722.18
67
2025-Q4
Increased
48,166
+87.3%
$27.6M0.2%$576.04
54
2025-Q3
Increased
25,720
+5.8%
$12.3M0.1%$469.16
35
2025-Q2
Increased
24,300
+2.1%
$9.4M0.1%$381.32
34
2025-Q1
Increased
23,798
+10.5%
$7.8M0.1%$325.22
30
2024-Q4
Increased
21,529
+48.0%
$7.8M0.1%$356.77
45
2024-Q3
Decreased
14,551
-0.4%
$5.7M0.1%$382.99
0
2024-Q2
Increased
14,610
+37.6%
$4.9M0.1%$324.88
35

Other major holders of CAT: VANGUARD GROUP INC, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC

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