AlphaGrep UK
CAT icon

AlphaGrep UK’s Caterpillar CAT Stock Holding History

AlphaGrep UK’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
Q3 		$944K Buy
1,164
+896
+334% +$760K 0.28% 44
2026
Q2 		$285K Sell
268
-335
-56% -$294K 0.08% 501
2026
Q1 		$427K Sell
603
-243
-29% -$168K 0.12% 332
2025
Q4 		$485K Buy
+846
New +$470K 0.16% 217

Other funds holding CAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AlphaGrep UK's CAT Position: Q3 2026 in Review

AlphaGrep UK increased its Caterpillar (CAT) stake by 334% in Q3 2026, buying an estimated $760K and bringing the position to 1,164 shares worth $944K. The position accounts for 0.28% of the portfolio, ranked #44.

AlphaGrep UK first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • AlphaGrep UK held 1,164 shares of Caterpillar worth $944K as of Q3 2026.
  • AlphaGrep UK bought 896 Caterpillar shares in Q3 2026, an estimated $760K.
  • Caterpillar made up 0.28% of AlphaGrep UK's portfolio in Q3 2026, its #44 holding.
  • AlphaGrep UK first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.