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Bridgewater Advisors’s Caterpillar CAT Stock Holding History

Bridgewater 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
Q1 		$2.18M Buy
2,420
+22
+0.9% +$15.2K 0.13% 79
2025
Q4 		$1.55M Buy
2,398
+10
+0.4% +$5.56K 0.1% 98
2025
Q3 		$1.36M Buy
2,388
+49
+2% +$20.9K 0.09% 101
2025
Q2 		$1.01M Buy
2,339
+98
+4% +$32.7K 0.08% 134
2025
Q1 		$689K Buy
+2,241
New +$798K 0.06% 170
2022
Q2 		– Sell
-1,225
Closed -$273K – 228
2022
Q1 		$273K Buy
1,225
+21
+2% +$4.4K 0.07% 198
2021
Q4 		$249K Sell
1,204
-16
-1% -$3.22K 0.05% 220
2021
Q3 		$234K Buy
1,220
+13
+1% +$2.71K 0.06% 218
2021
Q2 		$263K Buy
1,207
+107
+10% +$24.7K 0.08% 198
2021
Q1 		$261K Buy
+1,100
New +$228K 0.13% 137
2014
Q2 		$1.68M Sell
15,479
-234
-1% -$24.6K 1.41% 24
2014
Q1 		$1.56M Buy
15,713
+190
+1% +$17.9K 1.57% 24
2013
Q4 		$1.41M Buy
+15,523
New +$1.33M 1.45% 28

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

Bridgewater Advisors's CAT Position: Q1 2026 in Review

Bridgewater Advisors increased its Caterpillar (CAT) stake by 0.92% in Q1 2026, buying an estimated $15.2K and bringing the position to 2,420 shares worth $2.18M. The position accounts for 0.13% of the portfolio, ranked #79.

Bridgewater Advisors first reported a position in CAT in Q4 2013 and has held it in 13 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Bridgewater Advisors held 2,420 shares of Caterpillar worth $2.18M as of Q1 2026.
  • Bridgewater Advisors bought 22 Caterpillar shares in Q1 2026, an estimated $15.2K.
  • Caterpillar made up 0.13% of Bridgewater Advisors's portfolio in Q1 2026, its #79 holding.
  • Bridgewater Advisors first reported a position in Caterpillar in Q4 2013 and has held it in 13 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.