AG
CAT icon

AlTi Global’s Caterpillar CAT Stock Holding History

AlTi Global’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 		$9.52M Buy
8,939
+147
+2% +$129K 0.2% 61
2026
Q1 		$6.23M Buy
8,792
+95
+1% +$65.8K 0.14% 84
2025
Q4 		$4.98M Sell
8,697
-1,014
-10% -$564K 0.11% 99
2025
Q3 		$4.63M Buy
9,711
+950
+11% +$406K 0.11% 108
2025
Q2 		$3.44M Buy
8,761
+12
+0.1% +$4K 0.09% 120
2025
Q1 		$2.89M Sell
8,749
-406
-4% -$145K 0.08% 115
2024
Q4 		$3.4M Buy
9,155
+310
+4% +$120K 0.08% 110
2024
Q3 		$3.46M Buy
8,845
+279
+3% +$96.4K 0.08% 116
2024
Q2 		$2.85M Sell
8,566
-2,598
-23% -$901K 0.08% 119
2024
Q1 		$4.08M Buy
11,164
+4,428
+66% +$1.42M 0.11% 101
2023
Q4 		$1.99M Buy
+6,736
New +$1.75M 0.06% 136

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

AlTi Global's CAT Position: Q2 2026 in Review

AlTi Global increased its Caterpillar (CAT) stake by 1.7% in Q2 2026, buying an estimated $129K and bringing the position to 8,939 shares worth $9.52M. The position accounts for 0.2% of the portfolio, ranked #61.

AlTi Global first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • AlTi Global held 8,939 shares of Caterpillar worth $9.52M as of Q2 2026.
  • AlTi Global bought 147 Caterpillar shares in Q2 2026, an estimated $129K.
  • Caterpillar made up 0.2% of AlTi Global's portfolio in Q2 2026, its #61 holding.
  • AlTi Global first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.