SEC 13F Intelligence

Wd Rutherford LLC / CAT

Wd Rutherford LLC’s Caterpillar Inc Position

Does Wd Rutherford LLC own Caterpillar Inc (CAT)? Yes5.3K shares worth $4M (+1.65% of its 13F portfolio) as of Q1 2026, down from 5.9K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
5.3K
% of Portfolio
+1.65%
Quarters Held
22
currently held

Position History CAT

Reported value by quarter
Q4 ’20: $575,000Q4 ’20Q1 ’21: $877,000Q2 ’21: $831,000Q3 ’21: $858,000Q3 ’21Q4 ’21: $955,000Q1 ’22: $1MQ2 ’22: $941,000Q2 ’22Q3 ’22: $848,000Q4 ’22: $1MQ1 ’23: $1MQ1 ’23Q2 ’23: $1MQ3 ’23: $1MQ4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $1MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.3K$4M+1.65%
Q4 20255.9K$3M+1.42%
Q3 20256.1K$3M+1.24%
Q2 20255.6K$2M+1.00%
Q1 20255.7K$2M+0.89%
Q4 20245.8K$2M+1.00%
Q3 20245.9K$2M+1.12%
Q2 20244.2K$1M+0.70%
Q1 20244.1K$2M+0.78%
Q4 20234.2K$1M+0.70%
Q3 20234.3K$1M+0.80%
Q2 20234.8K$1M+0.76%
Q1 20234.9K$1M+0.78%
Q4 20225.2K$1M+0.97%
Q3 20225.2K$848,000+0.68%
Q2 20225.3K$941,000+0.73%
Q1 20225.0K$1M+0.64%
Q4 20214.6K$955,000+0.48%
Q3 20214.5K$858,000+0.47%
Q2 20213.8K$831,000+0.46%
Q1 20213.8K$877,000+0.55%
Q4 20203.2K$575,000+0.36%

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