BPAMU
CAT icon

BTG Pactual Asset Management US’s Caterpillar CAT Stock Holding History

BTG Pactual Asset Management US’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 		$388K Buy
+364
New +$320K 0.02% 292
2025
Q2 		– Sell
-4,298
Closed -$1.42M – 262
2025
Q1 		$1.42M Sell
4,298
-5,668
-57% -$2.02M 0.15% 126
2024
Q4 		$3.62M Buy
9,966
+6,571
+194% +$2.55M 0.38% 66
2024
Q3 		$1.33M Buy
3,395
+189
+6% +$65.3K 0.11% 146
2024
Q2 		$1.07M Buy
+3,206
New +$1.11M 0.16% 93

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

BTG Pactual Asset Management US's CAT Position: Q2 2026 in Review

BTG Pactual Asset Management US opened a new position in Caterpillar (CAT) in Q2 2026: 364 shares worth $388K. The stake represents 0.02% of the portfolio and ranks #292 among its holdings. This is a return to the name: BTG Pactual Asset Management US previously reported a position in CAT as recently as Q1 2025.

BTG Pactual Asset Management US first reported a position in CAT in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.62M in Q4 2024. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • BTG Pactual Asset Management US held 364 shares of Caterpillar worth $388K as of Q2 2026.
  • Caterpillar was a new BTG Pactual Asset Management US position in Q2 2026.
  • Caterpillar made up 0.02% of BTG Pactual Asset Management US's portfolio in Q2 2026, its #292 holding.
  • BTG Pactual Asset Management US first reported a position in Caterpillar in Q2 2024 and has held it in 5 quarters since.
  • BTG Pactual Asset Management US's Caterpillar position peaked at $3.62M in Q4 2024.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q2 2026, filed 14 Aug 2026.