Alyeska Investment Group
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Alyeska Investment Group’s Caterpillar CAT Stock Holding History

Alyeska Investment Group’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
2025
Q3 		– Sell
-218,946
Closed -$85M – 604
2025
Q2 		$85M Buy
+218,946
New +$73M 0.3% 93
2022
Q2 		– Sell
-264,430
Closed -$58.9M – 574
2022
Q1 		$58.9M Buy
+264,430
New +$55.5M 0.65% 36
2021
Q3 		– Sell
-132,470
Closed -$28.8M – 692
2021
Q2 		$28.8M Sell
132,470
-6,851
-5% -$1.58M 0.33% 93
2021
Q1 		$32.3M Sell
139,321
-33,067
-19% -$6.85M 0.42% 66
2020
Q4 		$31.4M Buy
172,388
+148,676
+627% +$25.2M 0.44% 60
2020
Q3 		$3.54M Sell
23,712
-284,933
-92% -$40M 0.05% 296
2020
Q2 		$39M Buy
+308,645
New +$36.6M 0.59% 43
2020
Q1 		– Sell
-637,420
Closed -$94.1M – 382
2019
Q4 		$94.1M Buy
637,420
+146,525
+30% +$20.4M 1.24% 11
2019
Q3 		$62M Sell
490,895
-3,243
-0.7% -$412K 0.9% 24
2019
Q2 		$67.3M Sell
494,138
-437,947
-47% -$57.9M 0.87% 28
2019
Q1 		$126M Buy
932,085
+248,734
+36% +$33M 1.67% 5
2018
Q4 		$86.8M Buy
683,351
+224,532
+49% +$29.2M 1.26% 13
2018
Q3 		$70M Buy
458,819
+391,372
+580% +$55.4M 0.77% 40
2018
Q2 		$9.15M Sell
67,447
-435,441
-87% -$65.1M 0.08% 219
2018
Q1 		$74.1M Sell
502,888
-349,151
-41% -$55.1M 0.61% 55
2017
Q4 		$134M Buy
852,039
+194,492
+30% +$27M 1.07% 19
2017
Q3 		$82M Buy
657,547
+233,693
+55% +$26.9M 0.61% 49
2017
Q2 		$45.5M Sell
423,854
-127,095
-23% -$12.9M 0.38% 96
2017
Q1 		$51.1M Buy
+550,949
New +$52.2M 0.42% 85
2016
Q4 		– Sell
-155,405
Closed -$13.8M – 482
2016
Q3 		$13.8M Buy
155,405
+91,269
+142% +$7.47M 0.13% 228
2016
Q2 		$4.86M Sell
64,136
-429,067
-87% -$32.1M 0.05% 308
2016
Q1 		$37.8M Buy
+493,203
New +$33.1M 0.35% 106
2014
Q2 		– Sell
-228,413
Closed -$22.7M – 402
2014
Q1 		$22.7M Buy
+228,413
New +$21.5M 0.62% 37

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alyeska Investment Group's CAT Position: Q3 2025 in Review

Alyeska Investment Group sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 218,946 shares — an estimated $85M sold.

Alyeska Investment Group first reported a position in CAT in Q1 2014 and held it in 23 quarters. The position peaked at $134M in Q4 2017. 3,148 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Alyeska Investment Group reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
  • Alyeska Investment Group sold 218,946 Caterpillar shares in Q3 2025, an estimated $85M.
  • Alyeska Investment Group first reported a position in Caterpillar in Q1 2014 and held it in 23 quarters.
  • Alyeska Investment Group's Caterpillar position peaked at $134M in Q4 2017.
  • 3,148 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Alyeska Investment Group's 13F filing for Q3 2025, filed 17 Nov 2025.