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 Q2	$852K	Hold	800	–	–	0.25%	67
2026 Q1	$567K	Buy	+800	New	+$554K	0.16%	186

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AlphaGrep UK's CAT Position: Q2 2026 in Review

AlphaGrep UK reduced its Caterpillar (CAT) stake by 56% in Q2 2026, selling an estimated $294K and leaving 268 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #501.

AlphaGrep UK first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $485K in Q4 2025. 3,898 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

AlphaGrep UK held 268 shares of Caterpillar worth $285K as of Q2 2026.
AlphaGrep UK sold 335 Caterpillar shares in Q2 2026, an estimated $294K.
Caterpillar made up 0.08% of AlphaGrep UK's portfolio in Q2 2026, its #501 holding.
AlphaGrep UK first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
AlphaGrep UK's Caterpillar position peaked at $485K in Q4 2025.
3,898 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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