Willis Investment Counsel / CAT
Willis Investment Counsel’s Caterpillar Inc Position
Does Willis Investment Counsel own Caterpillar Inc (CAT)? Yes — 49.7K shares worth $35M (+1.92% of its 13F portfolio) as of Q1 2026, down from 79.9K shares the prior filed quarter.
Position Value
$35M
Q1 2026
Shares
49.7K
% of Portfolio
+1.92%
Quarters Held
30
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 49.7K | $35M | +1.92% |
| Q4 2025 | 79.9K | $46M | +2.36% |
| Q3 2025 | 77.7K | $37M | +2.03% |
| Q2 2025 | 79.6K | $31M | +1.81% |
| Q1 2025 | 73.8K | $24M | +1.64% |
| Q4 2024 | 73.8K | $27M | +1.76% |
| Q3 2024 | 72.8K | $28M | +1.85% |
| Q2 2024 | 72.4K | $24M | +1.67% |
| Q1 2024 | 72.4K | $27M | +1.82% |
| Q4 2023 | 93.9K | $28M | +1.96% |
| Q3 2023 | 78.4K | $21M | +1.60% |
| Q2 2023 | 118.9K | $29M | +1.88% |
| Q1 2023 | 137.8K | $32M | +2.03% |
| Q4 2022 | 136.6K | $33M | +2.09% |
| Q3 2022 | 136.4K | $22M | +1.62% |
| Q2 2022 | 145.4K | $26M | +1.59% |
| Q1 2022 | 145.7K | $32M | +1.72% |
| Q4 2021 | 146.0K | $30M | +1.59% |
| Q3 2021 | 140.4K | $27M | +1.54% |
| Q2 2021 | 99.9K | $22M | +1.28% |
| Q1 2021 | 89.6K | $21M | +1.26% |
| Q4 2020 | 115.0K | $21M | +1.43% |
| Q3 2020 | 199.8K | $30M | +2.67% |
| Q2 2020 | 199.9K | $25M | +1.96% |
| Q1 2020 | 197.7K | $23M | +1.90% |
| Q4 2019 | 171.4K | $25M | +1.64% |
| Q3 2019 | 174.0K | $22M | +1.47% |
| Q2 2019 | 157.6K | $21M | +1.45% |
| Q1 2019 | 139.2K | $19M | +1.30% |
| Q4 2018 | 130.6K | $17M | +1.23% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Willis Investment Counsel’s full portfolio or all institutional holders of CAT.