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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AlTi Global's CAT Position: Q1 2026 in Review

AlTi Global increased its Caterpillar (CAT) stake by 1.1% in Q1 2026, buying an estimated $65.8K and bringing the position to 8,792 shares worth $6.23M. The position accounts for 0.14% of the portfolio, ranked #84.

AlTi Global first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • AlTi Global held 8,792 shares of Caterpillar worth $6.23M as of Q1 2026.
  • AlTi Global bought 95 Caterpillar shares in Q1 2026, an estimated $65.8K.
  • Caterpillar made up 0.14% of AlTi Global's portfolio in Q1 2026, its #84 holding.
  • AlTi Global first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.