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Barometer Capital Management’s Caterpillar CAT Stock Holding History

Barometer 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 		$11.7M Sell
16,532
-52,968
-76% -$36.7M 4% 6
2025
Q4 		$1.77M Buy
69,500
+57,100
+460% +$31.7M 0.43% 38
2025
Q3 		$5.9M Buy
+12,400
New +$5.29M 1.35% 25
2023
Q1 		– Sell
-26,961
Closed -$6.43M – 115
2022
Q4 		$6.43M Buy
+26,961
New +$5.87M 1.9% 18
2021
Q2 		– Sell
-27,600
Closed -$6.37M – 135
2021
Q1 		$6.37M Sell
27,600
-3,800
-12% -$787K 1.06% 34
2020
Q4 		$5.69M Buy
+31,400
New +$5.32M 1.07% 33
2018
Q1 		– Sell
-168,633
Closed -$26.6M – 141
2017
Q4 		$26.6M Buy
168,633
+22,333
+15% +$3.1M 2.4% 4
2017
Q3 		$18.2M Buy
+146,300
New +$16.8M 1.77% 14
2017
Q1 		– Sell
-152,100
Closed -$14.1M – 148
2016
Q4 		$14.1M Buy
+152,100
New +$13.8M 1.58% 26
2014
Q2 		– Sell
-52,000
Closed -$5.17M – 101
2014
Q1 		$5.17M Buy
+52,000
New +$4.9M 1.12% 19

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

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

Barometer Capital Management reduced its Caterpillar (CAT) stake by 76% in Q1 2026, selling an estimated $36.7M and leaving 16,532 shares worth $11.7M. The position accounts for 4% of the portfolio, ranked #6.

Barometer Capital Management first reported a position in CAT in Q1 2014 and has held it in 10 quarters since. The position peaked at $26.6M in Q4 2017. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Barometer Capital Management held 16,532 shares of Caterpillar worth $11.7M as of Q1 2026.
  • Barometer Capital Management sold 52,968 Caterpillar shares in Q1 2026, an estimated $36.7M.
  • Caterpillar made up 4% of Barometer Capital Management's portfolio in Q1 2026, its #6 holding.
  • Barometer Capital Management first reported a position in Caterpillar in Q1 2014 and has held it in 10 quarters since.
  • Barometer Capital Management's Caterpillar position peaked at $26.6M in Q4 2017.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Barometer Capital Management's 13F filing for Q1 2026, filed 12 May 2026.