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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
Q2 		$4.46M Sell
4,187
-909
-18% -$799K 0.06% 71
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Altshuler Shaham's CAT Position: Q2 2026 in Review

Altshuler Shaham reduced its Caterpillar (CAT) stake by 18% in Q2 2026, selling an estimated $799K and leaving 4,187 shares worth $4.46M. The position accounts for 0.06% of the portfolio, ranked #71.

Altshuler Shaham first reported a position in CAT in Q4 2020 and has held it in 21 quarters since. The position peaked at $506M in Q2 2023. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Altshuler Shaham held 4,187 shares of Caterpillar worth $4.46M as of Q2 2026.
  • Altshuler Shaham sold 909 Caterpillar shares in Q2 2026, an estimated $799K.
  • Caterpillar made up 0.06% of Altshuler Shaham's portfolio in Q2 2026, its #71 holding.
  • Altshuler Shaham first reported a position in Caterpillar in Q4 2020 and has held it in 21 quarters since.
  • Altshuler Shaham's Caterpillar position peaked at $506M in Q2 2023.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.