AIP
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Almanack Investment Partners’s Caterpillar CAT Stock Holding History

Almanack Investment 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 		$2.29M Buy
+2,149
New +$1.89M 0.29% 53
2025
Q4 		– Sell
-947
Closed -$452K – 178
2025
Q3 		$452K Sell
947
-4,761
-83% -$2.03M 0.07% 121
2025
Q2 		$2.22M Buy
+5,708
New +$1.9M 0.35% 37
2022
Q4 		– Sell
-496
Closed -$81K – 333
2022
Q3 		$81K Sell
496
-1,082
-69% -$198K 0.02% 203
2022
Q2 		$282K Sell
1,578
-103
-6% -$21.7K 0.03% 337
2022
Q1 		$374K Sell
1,681
-330
-16% -$69.2K 0.03% 310
2021
Q4 		$416K Sell
2,011
-3
-0.1% -$604 0.03% 296
2021
Q3 		$387K Sell
2,014
-21
-1% -$4.37K 0.03% 309
2021
Q2 		$443K Sell
2,035
-1,006
-33% -$232K 0.04% 252
2021
Q1 		$705K Buy
3,041
+158
+5% +$32.7K 0.07% 177
2020
Q4 		$525K Sell
2,883
-1,560
-35% -$265K 0.06% 199
2020
Q3 		$770K Buy
+4,443
New +$624K 0.09% 142
2020
Q1 		– Sell
-1,510
Closed -$223K – 271
2019
Q4 		$223K Buy
+1,510
New +$211K 0.04% 182
2019
Q3 		– Sell
-1,503
Closed -$205K – 245
2019
Q2 		$205K Hold
1,503
– – 0.05% 177
2019
Q1 		$204K Buy
1,503
+1
+0.1% +$133 0.06% 134
2018
Q4 		$191K Sell
1,502
-99
-6% -$12.9K 0.06% 158
2018
Q3 		$218K Buy
+1,601
New +$226K 0.06% 165

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

Almanack Investment Partners's CAT Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in Caterpillar (CAT) in Q2 2026: 2,149 shares worth $2.29M. The stake represents 0.29% of the portfolio and ranks #53 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in CAT as recently as Q3 2025.

Almanack Investment Partners first reported a position in CAT in Q3 2018 and has held it in 17 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Almanack Investment Partners held 2,149 shares of Caterpillar worth $2.29M as of Q2 2026.
  • Caterpillar was a new Almanack Investment Partners position in Q2 2026.
  • Caterpillar made up 0.29% of Almanack Investment Partners's portfolio in Q2 2026, its #53 holding.
  • Almanack Investment Partners first reported a position in Caterpillar in Q3 2018 and has held it in 17 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.