Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Caterpillar CAT Stock Holding History

Capital Fund Management (CFM)’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 		$36.4M Sell
51,400
-24,600
-32% -$17M 0.16% 135
2025
Q4 		$43.5M Buy
76,000
+33,100
+77% +$18.4M 0.12% 211
2025
Q3 		$20.5M Sell
42,900
-56,900
-57% -$24.3M 0.05% 506
2025
Q2 		$38.7M Sell
99,800
-12,000
-11% -$4M 0.11% 274
2025
Q1 		$36.9M Sell
111,800
-40,100
-26% -$14.3M 0.11% 266
2024
Q4 		$55.1M Sell
151,900
-160,400
-51% -$62.2M 0.14% 204
2024
Q3 		$122M Buy
312,300
+62,500
+25% +$21.6M 0.33% 62
2024
Q2 		$83.2M Buy
249,800
+18,700
+8% +$6.48M 0.24% 104
2024
Q1 		$84.7M Buy
231,100
+11,400
+5% +$3.64M 0.25% 92
2023
Q4 		$65M Sell
219,700
-103,500
-32% -$26.8M 0.17% 137
2023
Q3 		$88.2M Buy
323,200
+12,500
+4% +$3.39M 0.3% 66
2023
Q2 		$76.4M Buy
310,700
+16,900
+6% +$3.77M 0.31% 62
2023
Q1 		$67.2M Buy
293,800
+159,800
+119% +$38.6M 0.32% 65
2022
Q4 		$32.1M Sell
134,000
-55,100
-29% -$12M 0.22% 117
2022
Q3 		$31M Buy
189,100
+107,500
+132% +$19.6M 0.24% 100
2022
Q2 		$14.6M Sell
81,600
-51,100
-39% -$10.8M 0.13% 205
2022
Q1 		$29.6M Sell
132,700
-73,900
-36% -$15.5M 0.24% 93
2021
Q4 		$42.7M Sell
206,600
-154,600
-43% -$31.1M 0.31% 56
2021
Q3 		$69.3M Sell
361,200
-217,600
-38% -$45.3M 0.51% 24
2021
Q2 		$126M Buy
578,800
+269,000
+87% +$62.1M 1% 2
2021
Q1 		$71.8M Sell
309,800
-57,300
-16% -$11.9M 0.79% 9
2020
Q4 		$66.8M Buy
367,100
+151,300
+70% +$25.7M 0.63% 18
2020
Q3 		$32.2M Buy
215,800
+154,500
+252% +$21.7M 0.4% 53
2020
Q2 		$7.75M Sell
61,300
-79,400
-56% -$9.41M 0.12% 228
2020
Q1 		$16.3M Sell
140,700
-235,100
-63% -$30M 0.25% 114
2019
Q4 		$55.5M Buy
375,800
+252,000
+204% +$35.2M 0.44% 44
2019
Q3 		$15.6M Buy
123,800
+93,600
+310% +$11.9M 0.14% 197
2019
Q2 		$4.12M Sell
30,200
-42,700
-59% -$5.64M 0.04% 569
2019
Q1 		$9.88M Sell
72,900
-164,100
-69% -$21.8M 0.09% 301
2018
Q4 		$30.1M Buy
237,000
+48,300
+26% +$6.28M 0.27% 80
2018
Q3 		$28.8M Sell
188,700
-17,100
-8% -$2.42M 0.16% 154
2018
Q2 		$27.9M Sell
205,800
-386,900
-65% -$57.8M 0.15% 201
2018
Q1 		$87.4M Sell
592,700
-121,600
-17% -$19.2M 0.52% 14
2017
Q4 		$113M Buy
714,300
+551,200
+338% +$76.5M 0.62% 17
2017
Q3 		$20.3M Sell
163,100
-98,100
-38% -$11.3M 0.15% 185
2017
Q2 		$28.1M Sell
261,200
-30,400
-10% -$3.09M 0.23% 128
2017
Q1 		$27M Sell
291,600
-239,600
-45% -$22.7M 0.23% 127
2016
Q4 		$49.3M Buy
531,200
+155,000
+41% +$14M 0.42% 43
2016
Q3 		$33.4M Sell
376,200
-522,700
-58% -$42.8M 0.31% 79
2016
Q2 		$68.1M Sell
898,900
-40,400
-4% -$3.03M 0.64% 19
2016
Q1 		$71.9M Buy
939,300
+628,900
+203% +$42.2M 0.7% 15
2015
Q4 		$21.1M Buy
310,400
+254,800
+458% +$17.8M 0.22% 125
2015
Q3 		$3.63M Sell
55,600
-322,200
-85% -$24.6M 0.04% 466
2015
Q2 		$32M Buy
377,800
+231,500
+158% +$19.9M 0.41% 48
2015
Q1 		$11.7M Buy
146,300
+31,800
+28% +$2.64M 0.16% 166
2014
Q4 		$10.5M Buy
114,500
+37,500
+49% +$3.65M 0.12% 223
2014
Q3 		$7.63M Buy
77,000
+5,100
+7% +$541K 0.09% 294
2014
Q2 		$7.81M Buy
71,900
+20,600
+40% +$2.16M 0.08% 306
2014
Q1 		$5.1M Sell
51,300
-114,100
-69% -$10.8M 0.06% 363
2013
Q4 		$15M Sell
165,400
-101,800
-38% -$8.69M 0.19% 105
2013
Q3 		$22.3M Buy
+267,200
New +$22.6M 0.31% 60

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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. 3,732 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.
  • 3,732 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.