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Aquatic Capital Management’s Caterpillar CAT Stock Holding History

Aquatic Capital Management’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 		– Sell
-16,291
Closed -$9.33M – 1408
2025
Q4 		$9.33M Buy
+16,291
New +$9.05M 0.27% 90
2023
Q2 		– Sell
-42,200
Closed -$9.66M – 1366
2023
Q1 		$9.66M Buy
+42,200
New +$10.2M 0.6% 40
2022
Q4 		– Sell
-46,400
Closed -$7.61M – 1400
2022
Q3 		$7.61M Buy
46,400
+35,900
+342% +$6.56M 0.74% 19
2022
Q2 		$1.88M Buy
+10,500
New +$2.21M 0.61% 31

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

Aquatic Capital Management's CAT Position: Q1 2026 in Review

Aquatic Capital Management sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 16,291 shares — an estimated $9.33M sold.

Aquatic Capital Management first reported a position in CAT in Q2 2022 and held it in 4 quarters. The position peaked at $9.66M in Q1 2023. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Aquatic Capital Management reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 16,291 Caterpillar shares in Q1 2026, an estimated $9.33M.
  • Aquatic Capital Management first reported a position in Caterpillar in Q2 2022 and held it in 4 quarters.
  • Aquatic Capital Management's Caterpillar position peaked at $9.66M in Q1 2023.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.