Artisan Partners
CAT icon

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

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Vanguard Portfolio Management
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Geode Capital Management
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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

Artisan Partners's CAT Position: Q2 2026 in Review

Artisan Partners reduced its Caterpillar (CAT) stake by 58% in Q2 2026, selling an estimated $76.5M and leaving 62,605 shares worth $66.7M. The position accounts for 0.11% of the portfolio, ranked #155.

Artisan Partners first reported a position in CAT in Q1 2021 and has held it in 4 quarters since. The position peaked at $106M in Q1 2026. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Artisan Partners held 62,605 shares of Caterpillar worth $66.7M as of Q2 2026.
  • Artisan Partners sold 87,078 Caterpillar shares in Q2 2026, an estimated $76.5M.
  • Caterpillar made up 0.11% of Artisan Partners's portfolio in Q2 2026, its #155 holding.
  • Artisan Partners first reported a position in Caterpillar in Q1 2021 and has held it in 4 quarters since.
  • Artisan Partners's Caterpillar position peaked at $106M in Q1 2026.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Artisan Partners's 13F filing for Q2 2026, filed 13 Aug 2026.