CM
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Capula Management’s Caterpillar CAT Stock Holding History

Capula 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
Q1 		$965K Sell
1,362
-168,638
-99% -$117M 0.01% 372
2025
Q4 		$97.4M Buy
170,000
+169,466
+31,735% +$94.2M 0.49% 27
2025
Q3 		$255K Buy
+534
New +$228K ﹤0.01% 558
2025
Q2 		– Sell
-873
Closed -$291K – 672
2025
Q1 		$288K Buy
873
+684
+362% +$244K ﹤0.01% 409
2024
Q4 		$68.6K Buy
189
+79
+72% +$30.6K ﹤0.01% 353
2024
Q3 		$43K Buy
+110
New +$38K ﹤0.01% 467
2024
Q2 		– Sell
-527
Closed -$183K – 465
2024
Q1 		$193K Buy
527
+102
+24% +$32.6K ﹤0.01% 413
2023
Q4 		$126K Buy
+425
New +$110K 0.01% 266
2023
Q2 		– Sell
-42,994
Closed -$9.84M – 472
2023
Q1 		$9.84M Buy
42,994
+32,723
+319% +$7.91M 0.12% 151
2022
Q4 		$2.46M Sell
10,271
-2,464
-19% -$536K 0.03% 324
2022
Q3 		$2.09M Sell
12,735
-59,490
-82% -$10.9M 0.03% 367
2022
Q2 		$12.9M Buy
+72,225
New +$15.2M 0.22% 118
2021
Q4 		– Sell
-13,383
Closed -$2.69M – 276
2021
Q3 		$2.57M Buy
13,383
+3,314
+33% +$690K 0.03% 358
2021
Q2 		$2.18M Buy
+10,069
New +$2.33M 0.04% 288
2020
Q2 		– Sell
-97,255
Closed -$11.5M – 324
2020
Q1 		$11.3M Buy
+97,255
New +$12.4M 0.41% 66
2019
Q3 		– Sell
-4,396
Closed -$559K – 303
2019
Q2 		$599K Buy
+4,396
New +$581K 0.12% 97

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

Capula Management's CAT Position: Q1 2026 in Review

Capula Management reduced its Caterpillar (CAT) stake by 99% in Q1 2026, selling an estimated $117M and leaving 1,362 shares worth $965K. The position accounts for 0.01% of the portfolio, ranked #372.

Capula Management first reported a position in CAT in Q2 2019 and has held it in 16 quarters since. The position peaked at $97.4M in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Capula Management held 1,362 shares of Caterpillar worth $965K as of Q1 2026.
  • Capula Management sold 168,638 Caterpillar shares in Q1 2026, an estimated $117M.
  • Caterpillar made up 0.01% of Capula Management's portfolio in Q1 2026, its #372 holding.
  • Capula Management first reported a position in Caterpillar in Q2 2019 and has held it in 16 quarters since.
  • Capula Management's Caterpillar position peaked at $97.4M in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Capula Management's 13F filing for Q1 2026, filed 14 May 2026.