AS
CAT icon

Altshuler Shaham’s Caterpillar CAT Stock Holding History

Altshuler Shaham’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 		$3.61M Buy
5,096
+1,924
+61% +$1.33M 0.07% 68
2025
Q4 		$1.82M Buy
3,172
+2,547
+408% +$1.42M 0.03% 77
2025
Q3 		$298K Sell
625
-931,990
-100% -$398M ﹤0.01% 137
2025
Q2 		$362M Sell
932,615
-68,011
-7% -$22.7M 11.49% 1
2025
Q1 		$330M Buy
1,000,626
+1,000,616
+10,006,160% +$356M 8% 4
2024
Q4 		$3.63K Sell
10
-4,501
-100% -$1.75M ﹤0.01% 334
2024
Q3 		$1.76M Sell
4,511
-270,500
-98% -$93.4M 0.11% 35
2024
Q2 		$91.6M Buy
275,011
+266,969
+3,320% +$92.6M 3.12% 11
2024
Q1 		$2.95M Sell
8,042
-2,714
-25% -$867K 0.12% 19
2023
Q4 		$3.18M Buy
10,756
+1,508
+16% +$391K 0.18% 15
2023
Q3 		$2.52M Sell
9,248
-2,046,979
-100% -$555M 0.07% 25
2023
Q2 		$506M Buy
2,056,227
+1,131,751
+122% +$252M 8.89% 2
2023
Q1 		$212M Buy
924,476
+60,323
+7% +$14.6M 4.63% 10
2022
Q4 		$207M Sell
864,153
-1,760,519
-67% -$383M 8.28% 6
2022
Q3 		$435M Buy
2,624,672
+836,340
+47% +$153M 10.69% 4
2022
Q2 		$320M Buy
1,788,332
+446,072
+33% +$94M 4.78% 10
2022
Q1 		$299M Buy
+1,342,260
New +$282M 2.59% 9
2021
Q3 		– Sell
-30
Closed -$7K – 530
2021
Q2 		$7K Sell
30
-1
-3% -$231 ﹤0.01% 543
2021
Q1 		$7K Sell
31
-11
-26% -$2.28K ﹤0.01% 405
2020
Q4 		$8K Buy
+42
New +$7.12K ﹤0.01% 362

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

Altshuler Shaham's CAT Position: Q1 2026 in Review

Altshuler Shaham increased its Caterpillar (CAT) stake by 61% in Q1 2026, buying an estimated $1.33M and bringing the position to 5,096 shares worth $3.61M. The position accounts for 0.07% of the portfolio, ranked #68.

Altshuler Shaham first reported a position in CAT in Q4 2020 and has held it in 20 quarters since. The position peaked at $506M in Q2 2023. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Altshuler Shaham held 5,096 shares of Caterpillar worth $3.61M as of Q1 2026.
  • Altshuler Shaham bought 1,924 Caterpillar shares in Q1 2026, an estimated $1.33M.
  • Caterpillar made up 0.07% of Altshuler Shaham's portfolio in Q1 2026, its #68 holding.
  • Altshuler Shaham first reported a position in Caterpillar in Q4 2020 and has held it in 20 quarters since.
  • Altshuler Shaham's Caterpillar position peaked at $506M in Q2 2023.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.