Campbell & Co Investment Adviser’s Caterpillar CAT Stock Holding History

Campbell & Co Investment Adviser’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	$2.72M	Buy	3,843 +1,502	+64%	+$1.04M	0.16%	193
2025 Q4	$1.34M	Buy	+2,341	New	+$1.3M	0.06%	450
2024 Q3	–	Sell	-10,773	Closed	-$3.59M	–	1112
2024 Q2	$3.59M	Buy	+10,773	New	+$3.74M	0.31%	56
2023 Q4	–	Sell	-5,326	Closed	-$1.45M	–	1112
2023 Q3	$1.45M	Buy	5,326 +3,166	+147%	+$859K	0.17%	164
2023 Q2	$531K	Sell	2,160 -3,461	-62%	-$772K	0.09%	403
2023 Q1	$1.29M	Buy	5,621 +3,923	+231%	+$948K	0.24%	98
2022 Q4	$407K	Buy	+1,698	New	+$370K	0.1%	411
2021 Q1	–	Sell	-4,011	Closed	-$730K	–	438
2020 Q4	$730K	Buy	4,011 +2,300	+134%	+$390K	0.45%	38
2020 Q3	$255K	Buy	+1,711	New	+$240K	0.19%	242
2019 Q3	–	Sell	-3,051	Closed	-$416K	–	614
2019 Q2	$416K	Buy	3,051 +1,048	+52%	+$138K	0.19%	195
2019 Q1	$271K	Buy	+2,003	New	+$266K	0.13%	315
2018 Q4	–	Sell	-3,202	Closed	-$488K	–	346
2018 Q3	$488K	Buy	+3,202	New	+$453K	0.33%	79
2017 Q1	–	Sell	-3,067	Closed	-$284K	–	156
2016 Q4	$284K	Buy	+3,067	New	+$278K	0.88%	42

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Campbell & Co Investment Adviser's CAT Position: Q1 2026 in Review

Campbell & Co Investment Adviser increased its Caterpillar (CAT) stake by 64% in Q1 2026, buying an estimated $1.04M and bringing the position to 3,843 shares worth $2.72M. The position accounts for 0.16% of the portfolio, ranked #193.

Campbell & Co Investment Adviser first reported a position in CAT in Q4 2016 and has held it in 13 quarters since. The position peaked at $3.59M in Q2 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Campbell & Co Investment Adviser held 3,843 shares of Caterpillar worth $2.72M as of Q1 2026.
Campbell & Co Investment Adviser bought 1,502 Caterpillar shares in Q1 2026, an estimated $1.04M.
Caterpillar made up 0.16% of Campbell & Co Investment Adviser's portfolio in Q1 2026, its #193 holding.
Campbell & Co Investment Adviser first reported a position in Caterpillar in Q4 2016 and has held it in 13 quarters since.
Campbell & Co Investment Adviser's Caterpillar position peaked at $3.59M in Q2 2024.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.