BCI
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Blue Capital Inc’s Caterpillar CAT Stock Holding History

Blue Capital Inc’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 		$650K Buy
917
+163
+22% +$113K 0.42% 63
2025
Q4 		$432K Buy
754
+93
+14% +$51.7K 0.31% 64
2025
Q3 		$315K Sell
661
-20
-3% -$8.54K 0.23% 74
2025
Q2 		$264K Buy
+681
New +$227K 0.19% 73
2024
Q4 		$240K Buy
+661
New +$256K 0.17% 96

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

Blue Capital Inc's CAT Position: Q1 2026 in Review

Blue Capital Inc increased its Caterpillar (CAT) stake by 22% in Q1 2026, buying an estimated $113K and bringing the position to 917 shares worth $650K. The position accounts for 0.42% of the portfolio, ranked #63.

Blue Capital Inc first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Blue Capital Inc held 917 shares of Caterpillar worth $650K as of Q1 2026.
  • Blue Capital Inc bought 163 Caterpillar shares in Q1 2026, an estimated $113K.
  • Caterpillar made up 0.42% of Blue Capital Inc's portfolio in Q1 2026, its #63 holding.
  • Blue Capital Inc first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Blue Capital Inc's 13F filing for Q1 2026, filed 24 Apr 2026.