Capital World Investors’s Caterpillar CAT Stock Holding History

Capital World Investors’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	$2.51B	Sell	3,543,940 -465,063	-12%	-$322M	0.34%	80
2025 Q4	$2.3B	Sell	4,009,003 -579,278	-13%	-$322M	0.31%	78
2025 Q3	$2.19B	Buy	4,588,281 +2,280	+0%	+$973K	0.3%	87
2025 Q2	$1.78B	Sell	4,586,001 -3,488,750	-43%	-$1.16B	0.26%	91
2025 Q1	$2.66B	Sell	8,074,751 -8,324,751	-51%	-$2.97B	0.43%	69
2024 Q4	$5.95B	Sell	16,399,502 -1,086,756	-6%	-$421M	0.9%	22
2024 Q3	$6.84B	Sell	17,486,258 -1,804,277	-9%	-$623M	1.06%	16
2024 Q2	$6.43B	Sell	19,290,535 -8,882,163	-32%	-$3.08B	1.05%	20
2024 Q1	$10.3B	Sell	28,172,698 -857,255	-3%	-$274M	1.71%	9
2023 Q4	$8.58B	Buy	29,029,953 +96,479	+0.3%	+$25M	1.53%	11
2023 Q3	$7.9B	Buy	28,933,474 +130,412	+0.5%	+$35.4M	1.56%	10
2023 Q2	$7.09B	Buy	28,803,062 +22,991	+0.1%	+$5.13M	1.36%	12
2023 Q1	$6.59B	Sell	28,780,071 -311,060	-1%	-$75.2M	1.36%	12
2022 Q4	$6.97B	Buy	29,091,131 +33,323	+0.1%	+$7.25M	1.49%	11
2022 Q3	$4.77B	Buy	29,057,808 +1,937,275	+7%	+$354M	1.07%	15
2022 Q2	$4.85B	Buy	27,120,533 +6,995,910	+35%	+$1.47B	1.03%	16
2022 Q1	$4.48B	Buy	20,124,623 +6,861,936	+52%	+$1.44B	0.77%	23
2021 Q4	$2.74B	Buy	13,262,687 +1,373,656	+12%	+$277M	0.43%	51
2021 Q3	$2.28B	Sell	11,889,031 -222,525	-2%	-$46.3M	0.39%	64
2021 Q2	$2.64B	Sell	12,111,556 -56,450	-0.5%	-$13M	0.45%	53
2021 Q1	$2.82B	Buy	12,168,006 +8,881,479	+270%	+$1.84B	0.52%	41
2020 Q4	$598M	Buy	3,286,527 +1,767,284	+116%	+$300M	0.12%	179
2020 Q3	$227M	Buy	1,519,243 +3,447	+0.2%	+$484K	0.05%	256
2020 Q2	$192M	Buy	1,515,796 +8,727	+0.6%	+$1.03M	0.05%	255
2020 Q1	$175M	Sell	1,507,069 -1,633,930	-52%	-$209M	0.05%	235
2019 Q4	$464M	Buy	3,140,999 +2,249	+0.1%	+$314K	0.1%	183
2019 Q3	$396M	Sell	3,138,750 -41,082	-1%	-$5.22M	0.1%	187
2019 Q2	$433M	Sell	3,179,832 -2,534,299	-44%	-$335M	0.1%	178
2019 Q1	$774M	Sell	5,714,131 -5,315,420	-48%	-$706M	0.19%	122
2018 Q4	$1.4B	Sell	11,029,551 -5,319,523	-33%	-$692M	0.38%	69
2018 Q3	$2.49B	Sell	16,349,074 -2,073,266	-11%	-$293M	0.61%	44
2018 Q2	$2.5B	Buy	18,422,340 +41,625	+0.2%	+$6.22M	0.53%	51
2018 Q1	$2.71B	Sell	18,380,715 -2,361,207	-11%	-$373M	0.61%	45
2017 Q4	$3.27B	Sell	20,741,922 -136,781	-0.7%	-$19M	0.71%	35
2017 Q3	$2.6B	Sell	20,878,703 -289,793	-1%	-$33.4M	0.59%	46
2017 Q2	$2.27B	Buy	21,168,496 +26,919	+0.1%	+$2.73M	0.53%	52
2017 Q1	$1.96B	Buy	21,141,577 +478,164	+2%	+$45.3M	0.47%	59
2016 Q4	$1.92B	Buy	20,663,413 +2,443,062	+13%	+$221M	0.48%	51
2016 Q3	$1.62B	Buy	18,220,351 +2,546,164	+16%	+$208M	0.42%	61
2016 Q2	$1.19B	Buy	15,674,187 +10,980	+0.1%	+$823K	0.32%	81
2016 Q1	$1.2B	Sell	15,663,207 -6,646,553	-30%	-$446M	0.33%	79
2015 Q4	$1.52B	Sell	22,309,760 -3,598,291	-14%	-$252M	0.42%	58
2015 Q3	$1.69B	Buy	25,908,051 +411,347	+2%	+$31.5M	0.5%	53
2015 Q2	$2.16B	Buy	25,496,704 +8,885,997	+53%	+$764M	0.59%	45
2015 Q1	$1.33B	Buy	16,610,707 +1,490,000	+10%	+$124M	0.36%	70
2014 Q4	$1.38B	Sell	15,120,707 -3,734,293	-20%	-$363M	0.38%	71
2014 Q3	$1.87B	Sell	18,855,000 -7,412,000	-28%	-$786M	0.52%	50
2014 Q2	$2.85B	Buy	26,267,000 +52,000	+0.2%	+$5.46M	0.79%	33
2014 Q1	$2.6B	Sell	26,215,000 -970,000	-4%	-$91.5M	0.74%	31
2013 Q4	$2.47B	Buy	27,185,000 +3,435,000	+14%	+$293M	0.69%	38
2013 Q3	$1.98B	Buy	23,750,000 +2,695,000	+13%	+$228M	0.6%	45
2013 Q2	$1.74B	Buy	+21,055,000	New	+$1.79B	0.56%	48

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 World Investors's CAT Position: Q1 2026 in Review

Capital World Investors reduced its Caterpillar (CAT) stake by 12% in Q1 2026, selling an estimated $322M and leaving 3,543,940 shares worth $2.51B. The position accounts for 0.34% of the portfolio, ranked #80.

Capital World Investors first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.3B in Q1 2024. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Capital World Investors held 3,543,940 shares of Caterpillar worth $2.51B as of Q1 2026.
Capital World Investors sold 465,063 Caterpillar shares in Q1 2026, an estimated $322M.
Caterpillar made up 0.34% of Capital World Investors's portfolio in Q1 2026, its #80 holding.
Capital World Investors first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
Capital World Investors's Caterpillar position peaked at $10.3B in Q1 2024.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Capital World Investors's 13F filing for Q1 2026, filed 13 May 2026.