CPL
CAT icon

CAP Partners LLC’s Caterpillar CAT Stock Holding History

CAP Partners LLC’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 		$657K Sell
617
-70
-10% -$61.5K 0.32% 75
2026
Q1 		$487K Buy
687
+3
+0.4% +$2.08K 0.28% 86
2025
Q4 		$392K Sell
684
-157
-19% -$87.3K 0.22% 97
2025
Q3 		$401K Buy
841
+2
+0.2% +$854 0.23% 93
2025
Q2 		$326K Buy
839
+28
+3% +$9.33K 0.2% 101
2025
Q1 		$267K Sell
811
-5
-0.6% -$1.78K 0.19% 107
2024
Q4 		$296K Buy
816
+3
+0.4% +$1.16K 0.21% 100
2024
Q3 		$318K Buy
813
+3
+0.4% +$1.04K 0.24% 98
2024
Q2 		$270K Sell
810
-3
-0.4% -$1.04K 0.22% 103
2024
Q1 		$298K Buy
813
+3
+0.4% +$959 0.26% 91
2023
Q4 		$240K Buy
+810
New +$210K 0.24% 89

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

CAP Partners LLC's CAT Position: Q2 2026 in Review

CAP Partners LLC reduced its Caterpillar (CAT) stake by 10% in Q2 2026, selling an estimated $61.5K and leaving 617 shares worth $657K. The position accounts for 0.32% of the portfolio, ranked #75.

CAP Partners LLC first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • CAP Partners LLC held 617 shares of Caterpillar worth $657K as of Q2 2026.
  • CAP Partners LLC sold 70 Caterpillar shares in Q2 2026, an estimated $61.5K.
  • Caterpillar made up 0.32% of CAP Partners LLC's portfolio in Q2 2026, its #75 holding.
  • CAP Partners LLC first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.