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Capital Square’s Caterpillar CAT Stock Holding History

Capital Square’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 		$1.39M Buy
1,460
+10
+0.7% +$8.79K 0.61% 46
2026
Q1 		$1.21M Sell
1,450
-151
-9% -$105K 0.56% 49
2025
Q4 		$917K Buy
1,601
+1
+0.1% +$556 0.47% 58
2025
Q3 		$764K Sell
1,600
-53
-3% -$22.6K 0.39% 70
2025
Q2 		$671K Sell
1,653
-1
-0.1% -$333 0.36% 83
2025
Q1 		$545K Sell
1,654
-148
-8% -$52.7K 0.32% 87
2024
Q4 		$735K Buy
1,802
+113
+7% +$43.8K 0.42% 82
2024
Q3 		$661K Sell
1,689
-316
-16% -$109K 0.4% 75
2024
Q2 		$698K Sell
2,005
-40
-2% -$13.9K 0.45% 70
2024
Q1 		$750K Hold
2,045
– – 0.53% 58
2023
Q4 		$605K Sell
2,045
-45
-2% -$11.7K 0.68% 43
2023
Q3 		$542K Sell
2,090
-2
-0.1% -$543 0.73% 44
2023
Q2 		$515K Buy
2,092
+690
+49% +$154K 0.48% 61
2023
Q1 		$293K Sell
1,402
-132
-9% -$31.9K 0.27% 99
2022
Q4 		$368K Hold
1,534
– – 0.33% 85
2022
Q3 		$251K Hold
1,534
– – 0.23% 103
2022
Q2 		$274K Sell
1,534
-2,005
-57% -$423K 0.23% 101
2022
Q1 		$788K Sell
3,539
-44
-1% -$9.23K 0.56% 59
2021
Q4 		$787K Hold
3,583
– – 0.54% 65
2021
Q3 		$696K Buy
3,583
+2,025
+130% +$422K 0.49% 69
2021
Q2 		$328K Sell
1,558
-105
-6% -$24.3K 0.24% 113
2021
Q1 		$383K Sell
1,663
-285
-15% -$59K 0.29% 102
2020
Q4 		$354K Sell
1,948
-61
-3% -$10.3K 0.3% 100
2020
Q3 		$299K Sell
2,009
-190
-9% -$26.7K 0.31% 100
2020
Q2 		$278K Buy
2,199
+24
+1% +$2.85K 0.3% 101
2020
Q1 		$252K Buy
2,175
+176
+9% +$22.5K 0.29% 95
2019
Q4 		$295K Buy
+1,999
New +$279K 0.28% 97

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 Square's CAT Position: Q2 2026 in Review

Capital Square increased its Caterpillar (CAT) stake by 0.69% in Q2 2026, buying an estimated $8.79K and bringing the position to 1,460 shares worth $1.39M. The position accounts for 0.61% of the portfolio, ranked #46.

Capital Square first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Capital Square held 1,460 shares of Caterpillar worth $1.39M as of Q2 2026.
  • Capital Square bought 10 Caterpillar shares in Q2 2026, an estimated $8.79K.
  • Caterpillar made up 0.61% of Capital Square's portfolio in Q2 2026, its #46 holding.
  • Capital Square first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.