Whittier Trust Co

SEC CIK: 0001137881
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Whittier Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 45,019
Value: $43.7M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of CAT by Whittier Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	45,019	$43.7M	0.4%	−667−1.5%	Reduced	Holders
Q1 2026	45,686	$33.0M	0.4%	+178+0.4%	Added	Holders
Q4 2025	45,508	$28.4M	0.3%	−1,591−3.4%	Reduced	Holders
Q3 2025	47,099	$23.4M	0.3%	−1,545−3.2%	Reduced	Holders
Q2 2025	48,644	$18.9M	0.2%	−548−1.1%	Reduced	Holders
Q1 2025	49,192	$16.2M	0.2%	−1,024−2.0%	Reduced	Holders
Q4 2024	50,216	$18.2M	0.2%	+762+1.5%	Added	Holders
Q3 2024	49,454	$19.3M	0.3%	−457−0.9%	Reduced	Holders
Q2 2024	49,911	$16.6M	0.2%	−1,437−2.8%	Reduced	Holders
Q1 2024	51,348	$18.8M	0.3%	−746−1.4%	Reduced	Holders
Q4 2023	52,094	$15.4M	0.2%	+82+0.2%	Added	Holders
Q3 2023	52,012	$14.2M	0.3%	+339+0.7%	Added	Holders
Q2 2023	51,673	$12.7M	0.2%	−683−1.3%	Reduced	Holders
Q1 2023	52,356	$12.0M	0.2%	−223−0.4%	Reduced	Holders
Q4 2022	52,579	$12.6M	0.2%	−1,337−2.5%	Reduced	Holders
Q3 2022	53,916	$8.85M	0.2%	−4,449−7.6%	Reduced	Holders
Q2 2022	58,365	$10.4M	0.2%	−3,366−5.5%	Reduced	Holders
Q1 2022	61,731	$13.8M	0.2%	+346+0.6%	Added	Holders
Q4 2021	61,385	$12.7M	0.2%	+261+0.4%	Added	Holders
Q3 2021	61,124	$11.7M	0.2%	−489−0.8%	Reduced	Holders
Q2 2021	61,613	$13.4M	0.2%	+667+1.1%	Added	Holders
Q1 2021	60,946	$14.1M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.