BlackRock’s Caterpillar CAT Stock Holding History

BlackRock’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
2023 Q2	–	Sell	-500,000	Closed	-$114M	–	5511
2023 Q1	$114M	Buy	500,000 +240,000	+92%	+$58M	﹤0.01%	1928
2022 Q4	$62.3M	Buy	+260,000	New	+$56.6M	﹤0.01%	2310
2020 Q2	–	Sell	-230,000	Closed	-$26.7M	–	5008
2020 Q1	$26.7M	Buy	230,000 +52,500	+30%	+$6.71M	﹤0.01%	2452
2019 Q4	$26.2M	Buy	+177,500	New	+$24.8M	﹤0.01%	2731
2019 Q2	–	Sell	-51,000	Closed	-$6.91M	–	5015
2019 Q1	$6.91M	Buy	+51,000	New	+$6.77M	﹤0.01%	3281
2018 Q2	–	Sell	-40,000	Closed	-$5.89M	–	5014
2018 Q1	$5.89M	Buy	+40,000	New	+$6.32M	﹤0.01%	3368
2017 Q3	–	Sell	-311,500	Closed	-$33.5M	–	4959
2017 Q2	$33.5M	Buy	311,500 +222,500	+250%	+$22.6M	﹤0.01%	2482
2017 Q1	$8.26M	Buy	89,000 +32,300	+57%	+$3.06M	﹤0.01%	3198
2016 Q4	$5.26M	Buy	56,700 +30,200	+114%	+$2.74M	0.01%	914
2016 Q3	$2.35M	Buy	26,500 +4,000	+18%	+$327K	﹤0.01%	1147
2016 Q2	$1.71M	Buy	22,500 +12,500	+125%	+$937K	﹤0.01%	1226
2016 Q1	$765K	Buy	+10,000	New	+$671K	﹤0.01%	1446
2015 Q1	–	Sell	-1,500	Closed	-$137K	–	3155
2014 Q4	$137K	Sell	1,500 -2,700	-64%	-$263K	﹤0.01%	1624
2014 Q3	$416K	Buy	+4,200	New	+$445K	﹤0.01%	1381

Other funds holding CAT

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock's CAT Position: Q1 2026 in Review

BlackRock increased its Caterpillar (CAT) stake by 2.7% in Q1 2026, buying an estimated $665M and bringing the position to 37,169,433 shares worth $26.3B. The position accounts for 0.46% of the portfolio, ranked #31.

BlackRock first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

BlackRock held 37,169,433 shares of Caterpillar worth $26.3B as of Q1 2026.
BlackRock bought 960,658 Caterpillar shares in Q1 2026, an estimated $665M.
Caterpillar made up 0.46% of BlackRock's portfolio in Q1 2026, its #31 holding.
BlackRock first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on BlackRock's 13F filing for Q1 2026, filed 13 May 2026.