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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
Q2 		$1.16M Sell
1,089
-2,389
-69% -$2.1M 0.17% 103
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
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

Capital Group Investment Management's CAT Position: Q2 2026 in Review

Capital Group Investment Management reduced its Caterpillar (CAT) stake by 69% in Q2 2026, selling an estimated $2.1M and leaving 1,089 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #103.

Capital Group Investment Management first reported a position in CAT in Q4 2022 and has held it in 12 quarters since. The position peaked at $8.57M in Q1 2024. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Capital Group Investment Management held 1,089 shares of Caterpillar worth $1.16M as of Q2 2026.
  • Capital Group Investment Management sold 2,389 Caterpillar shares in Q2 2026, an estimated $2.1M.
  • Caterpillar made up 0.17% of Capital Group Investment Management's portfolio in Q2 2026, its #103 holding.
  • Capital Group Investment Management first reported a position in Caterpillar in Q4 2022 and has held it in 12 quarters since.
  • Capital Group Investment Management's Caterpillar position peaked at $8.57M in Q1 2024.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Capital Group Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.