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Aljian Capital Management’s Caterpillar CAT Stock Holding History

Aljian 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 		$5.87M Sell
5,513
-72
-1% -$63.3K 1.09% 15
2026
Q1 		$3.96M Buy
5,585
+3
+0.1% +$2.08K 0.81% 18
2025
Q4 		$3.2M Sell
5,582
-95
-2% -$52.8K 0.64% 21
2025
Q3 		$2.71M Sell
5,677
-197
-3% -$84.1K 0.55% 24
2025
Q2 		$2.28M Sell
5,874
-57
-1% -$19K 0.5% 27
2025
Q1 		$1.96M Buy
5,931
+10
+0.2% +$3.56K 0.46% 29
2024
Q4 		$2.15M Buy
5,921
+10
+0.2% +$3.88K 0.47% 28
2024
Q3 		$2.31M Buy
5,911
+3,711
+169% +$1.28M 0.54% 25
2024
Q2 		$733K Hold
2,200
– – 0.24% 28
2024
Q1 		$806K Sell
2,200
-200
-8% -$63.9K 0.3% 26
2023
Q4 		$710K Hold
2,400
– – 0.29% 26
2023
Q3 		$655K Hold
2,400
– – 0.3% 25
2023
Q2 		$591K Hold
2,400
– – 0.27% 28
2023
Q1 		$549K Hold
2,400
– – 0.28% 28
2022
Q4 		$575K Hold
2,400
– – 0.33% 30
2022
Q3 		$394K Hold
2,400
– – 0.22% 34
2022
Q2 		$427K Hold
2,400
– – 0.23% 36
2022
Q1 		$539K Hold
2,400
– – 0.22% 36
2021
Q4 		$496K Hold
2,400
– – 0.19% 39
2021
Q3 		$465K Sell
2,400
-100
-4% -$20.8K 0.2% 41
2021
Q2 		$544K Hold
2,500
– – 0.23% 37
2021
Q1 		$673K Hold
2,500
– – 0.32% 35
2020
Q4 		$455K Buy
2,500
+1,000
+67% +$170K 0.23% 37
2020
Q3 		$372K Sell
1,500
-1,100
-42% -$155K 0.21% 38
2020
Q2 		$329K Hold
2,600
– – 0.21% 36
2020
Q1 		$302K Hold
2,600
– – 0.25% 36
2019
Q4 		$443K Hold
2,600
– – 0.33% 36
2019
Q3 		$328K Hold
2,600
– – 0.27% 41
2019
Q2 		$354K Hold
2,600
– – 0.29% 41
2019
Q1 		$352K Hold
2,600
– – 0.3% 42
2018
Q4 		$330K Buy
+2,600
New +$338K 0.33% 44

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

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

Aljian Capital Management reduced its Caterpillar (CAT) stake by 1.3% in Q2 2026, selling an estimated $63.3K and leaving 5,513 shares worth $5.87M. The position accounts for 1.09% of the portfolio, ranked #15.

Aljian Capital Management first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Aljian Capital Management held 5,513 shares of Caterpillar worth $5.87M as of Q2 2026.
  • Aljian Capital Management sold 72 Caterpillar shares in Q2 2026, an estimated $63.3K.
  • Caterpillar made up 1.09% of Aljian Capital Management's portfolio in Q2 2026, its #15 holding.
  • Aljian Capital Management first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Aljian Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.