Alongside’s Caterpillar CAT Stock Holding History

Alongside’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	$1.65M	Buy	+1,545	New	+$1.36M	0.31%	61
2025 Q4	$479K	Buy	+836	New	+$465K	0.16%	55

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

Alongside's CAT Position: Q2 2026 in Review

Alongside opened a new position in Caterpillar (CAT) in Q2 2026: 1,545 shares worth $1.65M. The stake represents 0.31% of the portfolio and ranks #61 among its holdings. This is a return to the name: Alongside previously reported a position in CAT as recently as Q4 2025.

Alongside first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 4,040 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Alongside held 1,545 shares of Caterpillar worth $1.65M as of Q2 2026.
Caterpillar was a new Alongside position in Q2 2026.
Caterpillar made up 0.31% of Alongside's portfolio in Q2 2026, its #61 holding.
Alongside first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
4,040 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Alongside's 13F filing for Q2 2026, filed 14 Aug 2026.