BGA
CAT icon

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
Q2 		$3.19K Hold
3
– – ﹤0.01% 136
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 $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

Battery Global Advisors's CAT Position: Q2 2026 in Review

Battery Global Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 3 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #136.

Battery Global Advisors first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.87K in Q4 2025. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Battery Global Advisors held 3 shares of Caterpillar worth $3.19K as of Q2 2026.
  • Battery Global Advisors left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up ﹤0.01% of Battery Global Advisors's portfolio in Q2 2026, its #136 holding.
  • Battery Global Advisors first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • Battery Global Advisors's Caterpillar position peaked at $6.87K in Q4 2025.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Battery Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.