Arcataur Capital Management’s Caterpillar CAT Stock Holding History

Arcataur 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 Q2	$2.14M	Hold	2,005	–	–	0.53%	29
2026 Q1	$1.42M	Hold	2,005	–	–	0.4%	35
2025 Q4	$1.15M	Sell	2,005 -5	-0.2%	-$2.78K	0.33%	37
2025 Q3	$959K	Buy	2,010 +458	+30%	+$196K	0.28%	40
2025 Q2	$603K	Hold	1,552	–	–	0.19%	51
2025 Q1	$512K	Sell	1,552 -85	-5%	-$30.3K	0.17%	59
2024 Q4	$594K	Sell	1,637 -10	-0.6%	-$3.88K	0.2%	50
2024 Q3	$644K	Sell	1,647 -10	-0.6%	-$3.45K	0.22%	45
2024 Q2	$552K	Sell	1,657 -2	-0.1%	-$693	0.2%	48
2024 Q1	$608K	Hold	1,659	–	–	0.22%	44
2023 Q4	$491K	Sell	1,659 -85	-5%	-$22.1K	0.19%	49
2023 Q3	$476K	Sell	1,744 -10	-0.6%	-$2.71K	0.2%	50
2023 Q2	$432K	Buy	+1,754	New	+$391K	0.18%	56

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arcataur Capital Management's CAT Position: Q2 2026 in Review

Arcataur Capital Management held its Caterpillar (CAT) position steady in Q2 2026 at 2,005 shares worth $2.14M. The position accounts for 0.53% of the portfolio, ranked #29.

Arcataur Capital Management first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 3,282 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Arcataur Capital Management held 2,005 shares of Caterpillar worth $2.14M as of Q2 2026.
Arcataur Capital Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.53% of Arcataur Capital Management's portfolio in Q2 2026, its #29 holding.
Arcataur Capital Management first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
3,282 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Arcataur Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.