Capital Fund Management (CFM)’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 | $57M | Buy |
80,448
+24,243
| +43% | +$16.8M | 0.26% | 56 |
|
|
2025
Q4 | $32.2M | Sell |
56,205
-53,558
| -49% | -$29.8M | 0.09% | 307 |
|
|
2025
Q3 | $52.4M | Buy |
109,763
+13,902
| +15% | +$5.93M | 0.14% | 182 |
|
|
2025
Q2 | $37.2M | Buy |
95,861
+47,584
| +99% | +$15.9M | 0.1% | 283 |
|
|
2025
Q1 | $15.9M | Buy |
+48,277
| New | +$17.2M | 0.05% | 513 |
|
|
2024
Q3 | – | Sell |
-144,162
| Closed | -$49.8M | – | 1988 |
|
|
2024
Q2 | $48M | Buy |
144,162
+65,210
| +83% | +$22.6M | 0.14% | 198 |
|
|
2024
Q1 | $28.9M | Buy |
+78,952
| New | +$25.2M | 0.08% | 317 |
|
|
2023
Q2 | – | Sell |
-89,196
| Closed | -$19.9M | – | 1690 |
|
|
2023
Q1 | $20.4M | Buy |
89,196
+1,289
| +1% | +$312K | 0.1% | 272 |
|
|
2022
Q4 | $21.1M | Buy |
+87,907
| New | +$19.1M | 0.14% | 184 |
|
|
2021
Q3 | – | Sell |
-66,869
| Closed | -$13.9M | – | 1532 |
|
|
2021
Q2 | $14.6M | Buy |
+66,869
| New | +$15.4M | 0.12% | 220 |
|
|
2020
Q1 | – | Sell |
-18,822
| Closed | -$2.4M | – | 1590 |
|
|
2019
Q4 | $2.78M | Buy |
+18,822
| New | +$2.63M | 0.02% | 740 |
|
|
2019
Q2 | – | Sell |
-118,342
| Closed | -$15.6M | – | 1619 |
|
|
2019
Q1 | $16M | Buy |
+118,342
| New | +$15.7M | 0.14% | 208 |
|
|
2018
Q4 | – | Sell |
-156,045
| Closed | -$20.3M | – | 1872 |
|
|
2018
Q3 | $23.8M | Sell |
156,045
-9,639
| -6% | -$1.36M | 0.13% | 214 |
|
|
2018
Q2 | $22.5M | Sell |
165,684
-406,000
| -71% | -$60.7M | 0.12% | 247 |
|
|
2018
Q1 | $84.3M | Buy |
571,684
+298,816
| +110% | +$47.2M | 0.51% | 16 |
|
|
2017
Q4 | $43M | Buy |
272,868
+193,000
| +242% | +$26.8M | 0.24% | 107 |
|
|
2017
Q3 | $9.96M | Buy |
+79,868
| New | +$9.2M | 0.07% | 338 |
|
|
2017
Q2 | – | Sell |
-681,522
| Closed | -$69.2M | – | 1474 |
|
|
2017
Q1 | $63.2M | Buy |
+681,522
| New | +$64.5M | 0.53% | 29 |
|
|
2016
Q4 | – | Sell |
-34,213
| Closed | -$3.1M | – | 1654 |
|
|
2016
Q3 | $3.04M | Buy |
+34,213
| New | +$2.8M | 0.03% | 627 |
|
|
2015
Q2 | – | Sell |
-39,936
| Closed | -$3.43M | – | 1472 |
|
|
2015
Q1 | $3.2M | Sell |
39,936
-507,501
| -93% | -$42.2M | 0.04% | 459 |
|
|
2014
Q4 | $50.1M | Buy |
547,437
+741
| +0.1% | +$72.1K | 0.59% | 16 |
|
|
2014
Q3 | $54.1M | Buy |
546,696
+492,170
| +903% | +$52.2M | 0.61% | 13 |
|
|
2014
Q2 | $5.92M | Buy |
+54,526
| New | +$5.72M | 0.06% | 378 |
|
|
2013
Q4 | – | Sell |
-66,190
| Closed | -$5.65M | – | 1656 |
|
|
2013
Q3 | $5.52M | Buy |
+66,190
| New | +$5.6M | 0.08% | 330 |
|
Other funds holding CAT
VCM
VPM
Capital Fund Management (CFM)'s CAT Position: Q1 2026 in Review
Capital Fund Management (CFM) increased its Caterpillar (CAT) stake by 43% in Q1 2026, buying an estimated $16.8M and bringing the position to 80,448 shares worth $57M. The position accounts for 0.26% of the portfolio, ranked #56.
Capital Fund Management (CFM) first reported a position in CAT in Q3 2013 and has held it in 24 quarters since. The position peaked at $84.3M in Q1 2018. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Capital Fund Management (CFM) held 80,448 shares of Caterpillar worth $57M as of Q1 2026.
- Capital Fund Management (CFM) bought 24,243 Caterpillar shares in Q1 2026, an estimated $16.8M.
- Caterpillar made up 0.26% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #56 holding.
- Capital Fund Management (CFM) first reported a position in Caterpillar in Q3 2013 and has held it in 24 quarters since.
- Capital Fund Management (CFM)'s Caterpillar position peaked at $84.3M in Q1 2018.
- 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.