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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alight Capital Management's CAT Position: Q1 2026 in Review

Alight Capital Management held its Caterpillar (CAT) position steady in Q1 2026 at 10,000 shares worth $7.08M. The position accounts for 1.7% of the portfolio, ranked #20.

Alight Capital Management first reported a position in CAT in Q4 2018 and has held it in 5 quarters since. The position peaked at $13.8M in Q2 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Alight Capital Management held 10,000 shares of Caterpillar worth $7.08M as of Q1 2026.
Alight Capital Management left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 1.7% of Alight Capital Management's portfolio in Q1 2026, its #20 holding.
Alight Capital Management first reported a position in Caterpillar in Q4 2018 and has held it in 5 quarters since.
Alight Capital Management's Caterpillar position peaked at $13.8M in Q2 2025.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Alight Capital Management's 13F filing for Q1 2026, filed 15 May 2026.