CLGM
CAT icon

Capitolis Liquid Global Markets’s Caterpillar CAT Stock Holding History

Capitolis Liquid Global Markets’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 		$69.9M Buy
98,608
+54,008
+121% +$37.4M 0.44% 50
2025
Q4 		$25.6M Buy
44,600
+24,600
+123% +$13.7M 0.15% 104
2025
Q3 		$9.54M Buy
+20,000
New +$8.54M 0.08% 140
2024
Q3 		– Sell
-155,000
Closed -$51.6M – 111
2024
Q2 		$51.6M Buy
155,000
+60,000
+63% +$20.8M 0.64% 41
2024
Q1 		$34.8M Buy
+95,000
New +$30.4M 0.56% 45

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capitolis Liquid Global Markets's CAT Position: Q1 2026 in Review

Capitolis Liquid Global Markets increased its Caterpillar (CAT) stake by 121% in Q1 2026, buying an estimated $37.4M and bringing the position to 98,608 shares worth $69.9M. The position accounts for 0.44% of the portfolio, ranked #50.

Capitolis Liquid Global Markets first reported a position in CAT in Q1 2024 and has held it in 5 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Capitolis Liquid Global Markets held 98,608 shares of Caterpillar worth $69.9M as of Q1 2026.
  • Capitolis Liquid Global Markets bought 54,008 Caterpillar shares in Q1 2026, an estimated $37.4M.
  • Caterpillar made up 0.44% of Capitolis Liquid Global Markets's portfolio in Q1 2026, its #50 holding.
  • Capitolis Liquid Global Markets first reported a position in Caterpillar in Q1 2024 and has held it in 5 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Capitolis Liquid Global Markets's 13F filing for Q1 2026, filed 15 May 2026.