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
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

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

Blue Capital Inc's CAT Position: Q2 2026 in Review

Blue Capital Inc reduced its Caterpillar (CAT) stake by 1.9% in Q2 2026, selling an estimated $14.9K and leaving 900 shares worth $958K. The position accounts for 0.61% of the portfolio, ranked #50.

Blue Capital Inc first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Blue Capital Inc held 900 shares of Caterpillar worth $958K as of Q2 2026.
  • Blue Capital Inc sold 17 Caterpillar shares in Q2 2026, an estimated $14.9K.
  • Caterpillar made up 0.61% of Blue Capital Inc's portfolio in Q2 2026, its #50 holding.
  • Blue Capital Inc first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Blue Capital Inc's 13F filing for Q2 2026, filed 11 Aug 2026.