Artisan Partners’s Caterpillar CAT Stock Holding History

Artisan Partners’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	-138,300	Closed	-$79.2M	–	342
2025 Q4	$79.2M	Buy	+138,300	New	+$76.9M	0.12%	169
2021 Q2	–	Sell	-1,025,900	Closed	-$238M	–	339
2021 Q1	$238M	Buy	+1,025,900	New	+$212M	0.3%	98

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Artisan Partners's CAT Position: Q1 2026 in Review

Artisan Partners increased its Caterpillar (CAT) stake by 310% in Q1 2026, buying an estimated $78.4M and bringing the position to 149,683 shares worth $106M. The position accounts for 0.17% of the portfolio, ranked #127.

Artisan Partners first reported a position in CAT in Q1 2021 and has held it in 3 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Artisan Partners held 149,683 shares of Caterpillar worth $106M as of Q1 2026.
Artisan Partners bought 113,204 Caterpillar shares in Q1 2026, an estimated $78.4M.
Caterpillar made up 0.17% of Artisan Partners's portfolio in Q1 2026, its #127 holding.
Artisan Partners first reported a position in Caterpillar in Q1 2021 and has held it in 3 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Artisan Partners's 13F filing for Q1 2026, filed 13 May 2026.