SEC 13F Intelligence

Wesleyan Assurance Society / CAT

Wesleyan Assurance Society’s Caterpillar Inc Position

Does Wesleyan Assurance Society own Caterpillar Inc (CAT)? Yes — 100.4K shares worth $71M (+4.20% of its 13F portfolio) as of Q1 2026.

Position Value
$71M
Q1 2026
Shares
100.4K
% of Portfolio
+4.20%
Quarters Held
29
currently held

Position History CAT

Reported value by quarter
Q1 ’19: $14MQ1 ’19Q2 ’19: $16MQ3 ’19: $15MQ4 ’19: $18MQ1 ’20: $14MQ1 ’20Q2 ’20: $15MQ3 ’20: $18MQ4 ’20: $22MQ1 ’21: $27MQ1 ’21Q2 ’21: $26MQ3 ’21: $22MQ4 ’21: $24MQ1 ’22: $26MQ1 ’22Q2 ’22: $21MQ3 ’22: $19MQ4 ’22: $28MQ1 ’23: $26MQ1 ’23Q2 ’23: $28MQ3 ’23: $28MQ4 ’23: $30MQ1 ’24: $37MQ1 ’24Q2 ’24: $34MQ3 ’24: $39MQ4 ’24: $36MQ1 ’25: $33MQ1 ’25Q2 ’25: $39MQ3 ’25: $48MQ4 ’25: $57MQ1 ’26: $71MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026100.4K$71M+4.20%
Q4 2025100.4K$57M+3.32%
Q3 2025100.4K$48M+2.86%
Q2 2025100.4K$39M+2.52%
Q1 2025100.4K$33M+2.46%
Q4 2024100.4K$36M+2.79%
Q3 2024100.4K$39M+3.11%
Q2 2024101.1K$34M+2.92%
Q1 2024101.1K$37M+3.28%
Q4 2023101.1K$30M+2.96%
Q3 2023101.8K$28M+3.09%
Q2 2023114.1K$28M+3.00%
Q1 2023114.1K$26M+3.03%
Q4 2022118.5K$28M+3.49%
Q3 2022118.5K$19M+2.99%
Q2 2022118.5K$21M+3.03%
Q1 2022118.5K$26M+3.22%
Q4 2021117.8K$24M+2.88%
Q3 2021117.3K$22M+2.87%
Q2 2021117.3K$26M+3.20%
Q1 2021117.3K$27M+3.62%
Q4 2020119.3K$22M+3.12%
Q3 2020120.3K$18M+2.95%
Q2 2020120.3K$15M+2.67%
Q1 2020120.3K$14M+2.97%
Q4 2019120.3K$18M+3.33%
Q3 2019120.3K$15M+3.04%
Q2 2019120.3K$16M+3.23%
Q1 2019100.5K$14M+2.82%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wesleyan Assurance Society’s full portfolio or all institutional holders of CAT.