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 		$708K Sell
1,000
-300
-23% -$208K 0.01% 436
2025
Q4 		$745K Buy
1,300
+400
+44% +$222K ﹤0.01% 328
2025
Q3 		$429K Buy
900
+300
+50% +$128K ﹤0.01% 467
2025
Q2 		$233K Sell
600
-100
-14% -$33.3K ﹤0.01% 339
2025
Q1 		$231K Buy
+700
New +$249K ﹤0.01% 490
2024
Q4 		– Sell
-500
Closed -$196K – 409
2024
Q3 		$196K Sell
500
-500
-50% -$173K ﹤0.01% 381
2024
Q2 		$333K Buy
+1,000
New +$347K ﹤0.01% 354
2024
Q1 		– Sell
-3,600
Closed -$1.06M – 487
2023
Q4 		$1.06M Buy
+3,600
New +$934K 0.04% 91
2023
Q2 		– Sell
-67,400
Closed -$15.4M – 471
2023
Q1 		$15.4M Buy
67,400
+17,400
+35% +$4.21M 0.19% 104
2022
Q4 		$12M Sell
50,000
-97,200
-66% -$21.2M 0.16% 159
2022
Q3 		$24.2M Buy
+147,200
New +$26.9M 0.33% 80
2022
Q2 		– Sell
-40,100
Closed -$8.94M – 312
2022
Q1 		$8.94M Buy
40,100
+10,000
+33% +$2.1M 0.13% 147
2021
Q4 		$6.22M Sell
30,100
-6,400
-18% -$1.29M 0.13% 88
2021
Q3 		$7.01M Buy
+36,500
New +$7.6M 0.09% 190
2021
Q2 		– Sell
-14,900
Closed -$3.46M – 774
2021
Q1 		$3.46M Sell
14,900
-37,200
-71% -$7.7M 0.07% 249
2020
Q4 		$9.48M Buy
+52,100
New +$8.84M 0.47% 52
2020
Q3 		– Sell
-10,000
Closed -$1.26M – 161
2020
Q2 		$1.26M Sell
10,000
-86,700
-90% -$10.3M 0.04% 234
2020
Q1 		$11.2M Buy
96,700
+41,700
+76% +$5.33M 0.4% 67
2019
Q4 		$8.12M Sell
55,000
-146,400
-73% -$20.4M 0.17% 132
2019
Q3 		$25.4M Buy
201,400
+186,400
+1,243% +$23.7M 0.54% 39
2019
Q2 		$2.04M Buy
+15,000
New +$1.98M 0.42% 66

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. 3,732 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.
  • 3,732 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.