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 		$39.9M Sell
56,300
-66,100
-54% -$45.8M 0.18% 117
2025
Q4 		$70.1M Buy
122,400
+46,300
+61% +$25.7M 0.19% 99
2025
Q3 		$36.3M Sell
76,100
-42,600
-36% -$18.2M 0.1% 282
2025
Q2 		$46.1M Buy
118,700
+42,800
+56% +$14.3M 0.13% 225
2025
Q1 		$25M Sell
75,900
-164,000
-68% -$58.4M 0.07% 374
2024
Q4 		$87M Sell
239,900
-101,600
-30% -$39.4M 0.22% 111
2024
Q3 		$134M Buy
341,500
+4,900
+1% +$1.69M 0.37% 52
2024
Q2 		$112M Sell
336,600
-19,500
-5% -$6.76M 0.33% 69
2024
Q1 		$130M Buy
356,100
+152,800
+75% +$48.8M 0.38% 35
2023
Q4 		$60.1M Buy
203,300
+12,600
+7% +$3.27M 0.16% 156
2023
Q3 		$52.1M Sell
190,700
-61,500
-24% -$16.7M 0.18% 147
2023
Q2 		$62.1M Sell
252,200
-46,500
-16% -$10.4M 0.25% 91
2023
Q1 		$68.4M Buy
298,700
+59,200
+25% +$14.3M 0.33% 63
2022
Q4 		$57.4M Sell
239,500
-13,200
-5% -$2.87M 0.39% 42
2022
Q3 		$41.5M Buy
252,700
+187,000
+285% +$34.2M 0.33% 69
2022
Q2 		$11.7M Sell
65,700
-48,500
-42% -$10.2M 0.11% 263
2022
Q1 		$25.4M Sell
114,200
-273,100
-71% -$57.3M 0.21% 120
2021
Q4 		$80.1M Sell
387,300
-137,100
-26% -$27.6M 0.58% 12
2021
Q3 		$101M Buy
524,400
+140,500
+37% +$29.3M 0.75% 10
2021
Q2 		$83.5M Buy
383,900
+122,300
+47% +$28.2M 0.66% 16
2021
Q1 		$60.7M Sell
261,600
-149,900
-36% -$31M 0.67% 15
2020
Q4 		$74.9M Buy
411,500
+173,300
+73% +$29.4M 0.71% 12
2020
Q3 		$35.5M Buy
238,200
+93,400
+65% +$13.1M 0.44% 41
2020
Q2 		$18.3M Sell
144,800
-72,600
-33% -$8.61M 0.29% 96
2020
Q1 		$25.2M Sell
217,400
-392,800
-64% -$50.2M 0.39% 47
2019
Q4 		$90.1M Buy
610,200
+539,000
+757% +$75.2M 0.71% 9
2019
Q3 		$8.99M Buy
71,200
+20,300
+40% +$2.58M 0.08% 315
2019
Q2 		$6.94M Sell
50,900
-47,200
-48% -$6.24M 0.06% 403
2019
Q1 		$13.3M Sell
98,100
-373,900
-79% -$49.7M 0.12% 244
2018
Q4 		$60M Buy
472,000
+182,100
+63% +$23.7M 0.53% 19
2018
Q3 		$44.2M Sell
289,900
-103,400
-26% -$14.6M 0.24% 89
2018
Q2 		$53.4M Sell
393,300
-284,100
-42% -$42.5M 0.28% 85
2018
Q1 		$99.8M Sell
677,400
-322,300
-32% -$50.9M 0.6% 9
2017
Q4 		$158M Buy
999,700
+555,900
+125% +$77.1M 0.87% 5
2017
Q3 		$55.3M Sell
443,800
-138,800
-24% -$16M 0.4% 47
2017
Q2 		$62.6M Sell
582,600
-83,000
-12% -$8.43M 0.5% 37
2017
Q1 		$61.7M Sell
665,600
-616,700
-48% -$58.4M 0.51% 32
2016
Q4 		$119M Buy
1,282,300
+561,700
+78% +$50.9M 1.02% 1
2016
Q3 		$64M Sell
720,600
-443,300
-38% -$36.3M 0.59% 25
2016
Q2 		$88.2M Sell
1,163,900
-58,000
-5% -$4.35M 0.83% 11
2016
Q1 		$93.5M Buy
1,221,900
+875,200
+252% +$58.7M 0.91% 9
2015
Q4 		$23.6M Buy
346,700
+312,500
+914% +$21.8M 0.24% 108
2015
Q3 		$2.23M Sell
34,200
-387,200
-92% -$29.6M 0.03% 580
2015
Q2 		$35.7M Buy
421,400
+165,700
+65% +$14.2M 0.45% 38
2015
Q1 		$20.5M Buy
255,700
+182,000
+247% +$15.1M 0.28% 95
2014
Q4 		$6.75M Sell
73,700
-38,400
-34% -$3.74M 0.08% 345
2014
Q3 		$11.1M Sell
112,100
-64,800
-37% -$6.87M 0.12% 207
2014
Q2 		$19.2M Buy
176,900
+140,800
+390% +$14.8M 0.2% 117
2014
Q1 		$3.59M Buy
36,100
+26,500
+276% +$2.5M 0.04% 469
2013
Q4 		$872K Sell
9,600
-191,400
-95% -$16.3M 0.01% 1039
2013
Q3 		$16.8M Buy
+201,000
New +$17M 0.23% 96

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.