Bridgewater Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $58.4M | Buy |
82,502
+20,345
| +33% | +$14.1M | 0.26% | 66 |
|
|
2025
Q4 | $35.6M | Buy |
+62,157
| New | +$34.5M | 0.13% | 128 |
|
|
2024
Q3 | – | Sell |
-2,045
| Closed | -$681K | – | 794 |
|
|
2024
Q2 | $681K | Buy |
+2,045
| New | +$709K | ﹤0.01% | 716 |
|
|
2024
Q1 | – | Sell |
-5,997
| Closed | -$1.77M | – | 705 |
|
|
2023
Q4 | $1.77M | Buy |
+5,997
| New | +$1.56M | 0.01% | 535 |
|
|
2023
Q3 | – | Sell |
-15,761
| Closed | -$3.88M | – | 750 |
|
|
2023
Q2 | $3.88M | Buy |
+15,761
| New | +$3.51M | 0.02% | 350 |
|
|
2022
Q4 | – | Sell |
-110,621
| Closed | -$18.2M | – | 838 |
|
|
2022
Q3 | $18.2M | Sell |
110,621
-125,101
| -53% | -$22.9M | 0.09% | 165 |
|
|
2022
Q2 | $42.1M | Buy |
235,722
+60,535
| +35% | +$12.8M | 0.18% | 112 |
|
|
2022
Q1 | $39M | Buy |
+175,187
| New | +$36.7M | 0.16% | 108 |
|
|
2021
Q3 | – | Sell |
-86,402
| Closed | -$18.8M | – | 698 |
|
|
2021
Q2 | $18.8M | Buy |
+86,402
| New | +$20M | 0.12% | 133 |
|
|
2021
Q1 | – | Sell |
-35,021
| Closed | -$6.38M | – | 479 |
|
|
2020
Q4 | $6.38M | Buy |
35,021
+10,539
| +43% | +$1.79M | 0.06% | 171 |
|
|
2020
Q3 | $3.65M | Buy |
+24,482
| New | +$3.44M | 0.04% | 171 |
|
|
2020
Q1 | – | Sell |
-13,660
| Closed | -$2.02M | – | 440 |
|
|
2019
Q4 | $2.02M | Sell |
13,660
-44
| -0.3% | -$6.14K | 0.02% | 213 |
|
|
2019
Q3 | $1.73M | Buy |
+13,704
| New | +$1.74M | 0.02% | 204 |
|
|
2019
Q2 | – | Sell |
-29,120
| Closed | -$3.94M | – | 320 |
|
|
2019
Q1 | $3.94M | Sell |
29,120
-52,776
| -64% | -$7.01M | 0.02% | 156 |
|
|
2018
Q4 | $10.4M | Buy |
81,896
+18,592
| +29% | +$2.42M | 0.1% | 113 |
|
|
2018
Q3 | $9.65M | Sell |
63,304
-150,203
| -70% | -$21.2M | 0.1% | 74 |
|
|
2018
Q2 | $29M | Buy |
213,507
+153,350
| +255% | +$22.9M | 0.29% | 31 |
|
|
2018
Q1 | $8.87M | Buy |
60,157
+29,794
| +98% | +$4.7M | 0.08% | 76 |
|
|
2017
Q4 | $4.79M | Sell |
30,363
-17,888
| -37% | -$2.48M | 0.04% | 89 |
|
|
2017
Q3 | $6.02M | Buy |
+48,251
| New | +$5.56M | 0.04% | 105 |
|
|
2016
Q3 | – | Sell |
-3,700
| Closed | -$280K | – | 317 |
|
|
2016
Q2 | $280K | Buy |
+3,700
| New | +$277K | ﹤0.01% | 324 |
|
|
2015
Q1 | – | Sell |
-92,287
| Closed | -$8.45M | – | 340 |
|
|
2014
Q4 | $8.45M | Buy |
+92,287
| New | +$8.98M | 0.07% | 63 |
|
Other funds holding CAT
VCM
VPM
Bridgewater Associates's CAT Position: Q1 2026 in Review
Bridgewater Associates increased its Caterpillar (CAT) stake by 33% in Q1 2026, buying an estimated $14.1M and bringing the position to 82,502 shares worth $58.4M. The position accounts for 0.26% of the portfolio, ranked #66.
Bridgewater Associates first reported a position in CAT in Q4 2014 and has held it in 22 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Bridgewater Associates held 82,502 shares of Caterpillar worth $58.4M as of Q1 2026.
- Bridgewater Associates bought 20,345 Caterpillar shares in Q1 2026, an estimated $14.1M.
- Caterpillar made up 0.26% of Bridgewater Associates's portfolio in Q1 2026, its #66 holding.
- Bridgewater Associates first reported a position in Caterpillar in Q4 2014 and has held it in 22 quarters since.
- 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.