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	$1.22M	Buy	1,500 +700	+88%	+$594K	0.36%	15
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 $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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.