Blue Capital Inc
CAT icon

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
Q3 		$768K Buy
948
+48
+5% +$40.7K 0.48% 73
2026
Q2 		$958K Sell
900
-17
-2% -$14.9K 0.61% 50
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Blue Capital Inc's CAT Position: Q3 2026 in Review

Blue Capital Inc increased its Caterpillar (CAT) stake by 5.3% in Q3 2026, buying an estimated $40.7K and bringing the position to 948 shares worth $768K. The position accounts for 0.48% of the portfolio, ranked #73.

Blue Capital Inc first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $958K in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Blue Capital Inc held 948 shares of Caterpillar worth $768K as of Q3 2026.
  • Blue Capital Inc bought 48 Caterpillar shares in Q3 2026, an estimated $40.7K.
  • Caterpillar made up 0.48% of Blue Capital Inc's portfolio in Q3 2026, its #73 holding.
  • Blue Capital Inc first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • Blue Capital Inc's Caterpillar position peaked at $958K in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Blue Capital Inc's 13F filing for Q3 2026, filed 13 Oct 2026.