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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
Q2 		$17.7M Buy
16,632
+100
+0.6% +$87.8K 4.91% 1
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

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

Barometer Capital Management increased its Caterpillar (CAT) stake by 0.6% in Q2 2026, buying an estimated $87.8K and bringing the position to 16,632 shares worth $17.7M. The position accounts for 4.91% of the portfolio, ranked #1.

Barometer Capital Management first reported a position in CAT in Q1 2014 and has held it in 11 quarters since. The position peaked at $26.6M in Q4 2017. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Barometer Capital Management held 16,632 shares of Caterpillar worth $17.7M as of Q2 2026.
  • Barometer Capital Management bought 100 Caterpillar shares in Q2 2026, an estimated $87.8K.
  • Caterpillar made up 4.91% of Barometer Capital Management's portfolio in Q2 2026, its #1 holding.
  • Barometer Capital Management first reported a position in Caterpillar in Q1 2014 and has held it in 11 quarters since.
  • Barometer Capital Management's Caterpillar position peaked at $26.6M in Q4 2017.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.