CIG
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Cascade Investment Group’s Caterpillar CAT Stock Holding History

Cascade Investment Group’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 		$620K Buy
582
+29
+5% +$25.5K 0.35% 72
2026
Q1 		$392K Sell
553
-8
-1% -$5.54K 0.26% 98
2025
Q4 		$321K Hold
561
– – 0.21% 106
2025
Q3 		$268K Hold
561
– – 0.18% 119
2025
Q2 		$218K Buy
+561
New +$187K 0.15% 129
2024
Q2 		– Sell
-774
Closed -$284K – 134
2024
Q1 		$284K Hold
774
– – 0.21% 109
2023
Q4 		$229K Hold
774
– – 0.18% 122
2023
Q3 		$211K Buy
+774
New +$210K 0.2% 111

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

Cascade Investment Group's CAT Position: Q2 2026 in Review

Cascade Investment Group increased its Caterpillar (CAT) stake by 5.2% in Q2 2026, buying an estimated $25.5K and bringing the position to 582 shares worth $620K. The position accounts for 0.35% of the portfolio, ranked #72.

Cascade Investment Group first reported a position in CAT in Q3 2023 and has held it in 8 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cascade Investment Group held 582 shares of Caterpillar worth $620K as of Q2 2026.
  • Cascade Investment Group bought 29 Caterpillar shares in Q2 2026, an estimated $25.5K.
  • Caterpillar made up 0.35% of Cascade Investment Group's portfolio in Q2 2026, its #72 holding.
  • Cascade Investment Group first reported a position in Caterpillar in Q3 2023 and has held it in 8 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.