Capital Group Investment Management’s Caterpillar CAT Stock Holding History

Capital Group Investment Management’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	$2.46M	Buy	+3,478	New	+$2.41M	0.42%	61
2025 Q2	–	Sell	-8,246	Closed	-$2.72M	–	148
2025 Q1	$2.72M	Sell	8,246 -8,793	-52%	-$3.13M	0.56%	58
2024 Q4	$6.18M	Sell	17,039 -1,320	-7%	-$512K	1.17%	23
2024 Q3	$7.18M	Sell	18,359 -441	-2%	-$152K	1.44%	16
2024 Q2	$6.26M	Sell	18,800 -4,594	-20%	-$1.59M	1.35%	18
2024 Q1	$8.57M	Sell	23,394 -1,945	-8%	-$622K	1.54%	12
2023 Q4	$7.49M	Buy	25,339 +257	+1%	+$66.7K	0.79%	37
2023 Q3	$6.85M	Hold	25,082	–	–	0.45%	78
2023 Q2	$6.17M	Buy	25,082 +176	+0.7%	+$39.2K	0.31%	81
2023 Q1	$5.7M	Sell	24,906 -3,783	-13%	-$915K	0.3%	87
2022 Q4	$6.87M	Buy	+28,689	New	+$6.25M	0.26%	89

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Group Investment Management's CAT Position: Q1 2026 in Review

Capital Group Investment Management opened a new position in Caterpillar (CAT) in Q1 2026: 3,478 shares worth $2.46M. The stake represents 0.42% of the portfolio and ranks #61 among its holdings. This is a return to the name: Capital Group Investment Management previously reported a position in CAT as recently as Q1 2025.

Capital Group Investment Management first reported a position in CAT in Q4 2022 and has held it in 11 quarters since. The position peaked at $8.57M in Q1 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Capital Group Investment Management held 3,478 shares of Caterpillar worth $2.46M as of Q1 2026.
Caterpillar was a new Capital Group Investment Management position in Q1 2026.
Caterpillar made up 0.42% of Capital Group Investment Management's portfolio in Q1 2026, its #61 holding.
Capital Group Investment Management first reported a position in Caterpillar in Q4 2022 and has held it in 11 quarters since.
Capital Group Investment Management's Caterpillar position peaked at $8.57M in Q1 2024.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Capital Group Investment Management's 13F filing for Q1 2026, filed 13 May 2026.