AIS
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AM Investment Strategies’s Caterpillar CAT Stock Holding History

AM Investment Strategies’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 		$6.09M Sell
5,719
-22
-0.4% -$19.3K 1.17% 19
2026
Q1 		$4.07M Hold
5,741
– – 0.89% 22
2025
Q4 		$3.29M Buy
5,741
+47
+0.8% +$26.1K 0.68% 25
2025
Q3 		$2.72M Buy
5,694
+329
+6% +$140K 0.59% 28
2025
Q2 		$2.08M Buy
5,365
+936
+21% +$312K 0.49% 32
2025
Q1 		$1.46M Buy
4,429
+45
+1% +$16K 0.35% 40
2024
Q4 		$1.59M Hold
4,384
– – 0.39% 39
2024
Q3 		$1.72M Buy
4,384
+1
+0% +$345 0.42% 37
2024
Q2 		$1.46M Hold
4,383
– – 0.36% 39
2024
Q1 		$1.61M Hold
4,383
– – 0.41% 38
2023
Q4 		$1.3M Sell
4,383
-199
-4% -$51.6K 0.37% 39
2023
Q3 		$1.25M Hold
4,582
– – 0.41% 42
2023
Q2 		$1.13M Buy
4,582
+100
+2% +$22.3K 0.35% 41
2023
Q1 		$1.03M Buy
4,482
+1
+0% +$242 0.35% 43
2022
Q4 		$1.07M Sell
4,481
-7
-0.2% -$1.52K 0.38% 40
2022
Q3 		$736K Buy
4,488
+1
+0% +$183 0.27% 44
2022
Q2 		$802K Hold
4,487
– – 0.28% 48
2022
Q1 		$1M Buy
4,487
+79
+2% +$16.6K 0.27% 48
2021
Q4 		$911K Sell
4,408
-192
-4% -$38.7K 0.22% 54
2021
Q3 		$883K Buy
4,600
+75
+2% +$15.6K 0.23% 53
2021
Q2 		$985K Buy
4,525
+13
+0.3% +$3K 0.25% 51
2021
Q1 		$1.05M Hold
4,512
– – 0.29% 42
2020
Q4 		$821K Buy
+4,512
New +$765K 0.25% 50

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

AM Investment Strategies's CAT Position: Q2 2026 in Review

AM Investment Strategies reduced its Caterpillar (CAT) stake by 0.38% in Q2 2026, selling an estimated $19.3K and leaving 5,719 shares worth $6.09M. The position accounts for 1.17% of the portfolio, ranked #19.

AM Investment Strategies first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • AM Investment Strategies held 5,719 shares of Caterpillar worth $6.09M as of Q2 2026.
  • AM Investment Strategies sold 22 Caterpillar shares in Q2 2026, an estimated $19.3K.
  • Caterpillar made up 1.17% of AM Investment Strategies's portfolio in Q2 2026, its #19 holding.
  • AM Investment Strategies first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.