CCIA
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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
Q2 		$1.52M Sell
1,423
-2,420
-63% -$2.13M 0.08% 408
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
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

Campbell & Co Investment Adviser's CAT Position: Q2 2026 in Review

Campbell & Co Investment Adviser reduced its Caterpillar (CAT) stake by 63% in Q2 2026, selling an estimated $2.13M and leaving 1,423 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #408.

Campbell & Co Investment Adviser first reported a position in CAT in Q4 2016 and has held it in 14 quarters since. The position peaked at $3.59M in Q2 2024. 4,066 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Campbell & Co Investment Adviser held 1,423 shares of Caterpillar worth $1.52M as of Q2 2026.
  • Campbell & Co Investment Adviser sold 2,420 Caterpillar shares in Q2 2026, an estimated $2.13M.
  • Caterpillar made up 0.08% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #408 holding.
  • Campbell & Co Investment Adviser first reported a position in Caterpillar in Q4 2016 and has held it in 14 quarters since.
  • Campbell & Co Investment Adviser's Caterpillar position peaked at $3.59M in Q2 2024.
  • 4,066 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.