Alight Capital Management’s Caterpillar CAT Stock Holding History

Alight Capital Management’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	$5.32M	Sell	5,000 -5,000	-50%	-$4.39M	0.75%	53
2026 Q1	$7.08M	Hold	10,000	–	–	1.7%	20
2025 Q4	$5.73M	Sell	10,000 -5,000	-33%	-$2.78M	1.46%	27
2025 Q3	$7.16M	Sell	15,000 -20,500	-58%	-$8.75M	1.55%	26
2025 Q2	$13.8M	Buy	+35,500	New	+$11.8M	3.36%	6
2019 Q1	–	Sell	-20,000	Closed	-$2.54M	–	50
2018 Q4	$2.54M	Buy	+20,000	New	+$2.6M	2.61%	15

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Alight Capital Management's CAT Position: Q2 2026 in Review

Alight Capital Management reduced its Caterpillar (CAT) stake by 50% in Q2 2026, selling an estimated $4.39M and leaving 5,000 shares worth $5.32M. The position accounts for 0.75% of the portfolio, ranked #53.

Alight Capital Management first reported a position in CAT in Q4 2018 and has held it in 6 quarters since. The position peaked at $13.8M in Q2 2025. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Alight Capital Management held 5,000 shares of Caterpillar worth $5.32M as of Q2 2026.
Alight Capital Management sold 5,000 Caterpillar shares in Q2 2026, an estimated $4.39M.
Caterpillar made up 0.75% of Alight Capital Management's portfolio in Q2 2026, its #53 holding.
Alight Capital Management first reported a position in Caterpillar in Q4 2018 and has held it in 6 quarters since.
Alight Capital Management's Caterpillar position peaked at $13.8M in Q2 2025.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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