ACP
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Albar Capital Partners’s Caterpillar CAT Stock Holding History

Albar Capital Partners’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,054
Closed -$10.7M – 41
2026
Q1 		$10.7M Sell
15,054
-36,980
-71% -$25.6M 1.73% 19
2025
Q4 		$29.8M Buy
52,034
+17,671
+51% +$9.82M 7.05% 7
2025
Q3 		$16.4M Buy
+34,363
New +$14.7M 3.74% 11

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Vanguard Capital Management
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State Farm Mutual Automobile Insurance
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Vanguard Portfolio Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Albar Capital Partners's CAT Position: Q2 2026 in Review

Albar Capital Partners sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 15,054 shares — an estimated $10.7M sold.

Albar Capital Partners first reported a position in CAT in Q3 2025 and held it in 3 quarters. The position peaked at $29.8M in Q4 2025. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Albar Capital Partners reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Albar Capital Partners sold 15,054 Caterpillar shares in Q2 2026, an estimated $10.7M.
  • Albar Capital Partners first reported a position in Caterpillar in Q3 2025 and held it in 3 quarters.
  • Albar Capital Partners's Caterpillar position peaked at $29.8M in Q4 2025.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Albar Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.