Capital Markets Trading (UK)’s Caterpillar CAT Stock Holding History

Capital Markets Trading (UK)’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	–	Sell	-3,338	Closed	-$2.31M	–	320
2025 Q4	$1.91M	Sell	3,338 -764	-19%	-$425K	0.03%	208
2025 Q3	$1.96M	Buy	4,102 +2,188	+114%	+$934K	0.03%	209
2025 Q2	$743K	Buy	+1,914	New	+$638K	0.01%	233
2025 Q1	–	Sell	-715	Closed	-$255K	–	313
2024 Q4	$259K	Buy	715 +94	+15%	+$36.5K	﹤0.01%	273
2024 Q3	$243K	Buy	+621	New	+$214K	﹤0.01%	285
2023 Q4	–	Sell	-1,250	Closed	-$324K	–	269
2023 Q3	$341K	Sell	1,250 -501	-29%	-$136K	﹤0.01%	261
2023 Q2	$431K	Buy	+1,751	New	+$390K	0.01%	241
2019 Q2	–	Sell	-908	Closed	-$120K	–	203
2019 Q1	$123K	Buy	+908	New	+$121K	0.01%	173

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 Markets Trading (UK)'s CAT Position: Q1 2026 in Review

Capital Markets Trading (UK) sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 3,338 shares — an estimated $2.31M sold.

Capital Markets Trading (UK) first reported a position in CAT in Q1 2019 and held it in 8 quarters. The position peaked at $1.96M in Q3 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Capital Markets Trading (UK) reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
Capital Markets Trading (UK) sold 3,338 Caterpillar shares in Q1 2026, an estimated $2.31M.
Capital Markets Trading (UK) first reported a position in Caterpillar in Q1 2019 and held it in 8 quarters.
Capital Markets Trading (UK)'s Caterpillar position peaked at $1.96M in Q3 2025.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Capital Markets Trading (UK)'s 13F filing for Q1 2026, filed 15 May 2026.