BGA
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Battery Global Advisors’s Caterpillar CAT Stock Holding History

Battery Global Advisors’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 		$2.13K Sell
3
-9
-75% -$6.23K ﹤0.01% 140
2025
Q4 		$6.87K Buy
12
+9
+300% +$5K ﹤0.01% 138
2025
Q3 		$1.43K Hold
3
– – ﹤0.01% 141
2025
Q2 		$1.17K Buy
+3
New +$1K ﹤0.01% 136

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

Battery Global Advisors's CAT Position: Q1 2026 in Review

Battery Global Advisors reduced its Caterpillar (CAT) stake by 75% in Q1 2026, selling an estimated $6.23K and leaving 3 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #140.

Battery Global Advisors first reported a position in CAT in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.87K in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Battery Global Advisors held 3 shares of Caterpillar worth $2.13K as of Q1 2026.
  • Battery Global Advisors sold 9 Caterpillar shares in Q1 2026, an estimated $6.23K.
  • Caterpillar made up ﹤0.01% of Battery Global Advisors's portfolio in Q1 2026, its #140 holding.
  • Battery Global Advisors first reported a position in Caterpillar in Q2 2025 and has held it in 4 quarters since.
  • Battery Global Advisors's Caterpillar position peaked at $6.87K in Q4 2025.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.