CCG
CAT icon

Catalina Capital Group’s Caterpillar CAT Stock Holding History

Catalina Capital 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
Q1 		$709K Buy
1,001
+11
+1% +$7.62K 0.42% 51
2025
Q4 		$567K Hold
990
– – 0.34% 63
2025
Q3 		$472K Hold
990
– – 0.29% 74
2025
Q2 		$384K Sell
990
-248
-20% -$82.7K 0.25% 81
2025
Q1 		$408K Sell
1,238
-1,464
-54% -$521K 0.27% 79
2024
Q4 		$980K Buy
2,702
+11
+0.4% +$4.27K 0.32% 58
2024
Q3 		$1.05M Buy
2,691
+246
+10% +$85K 0.35% 56
2024
Q2 		$815K Buy
2,445
+201
+9% +$69.7K 0.31% 68
2024
Q1 		$822K Buy
2,244
+1,030
+85% +$329K 0.34% 60
2023
Q4 		$359K Buy
+1,214
New +$315K 0.24% 79

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

Catalina Capital Group's CAT Position: Q1 2026 in Review

Catalina Capital Group increased its Caterpillar (CAT) stake by 1.1% in Q1 2026, buying an estimated $7.62K and bringing the position to 1,001 shares worth $709K. The position accounts for 0.42% of the portfolio, ranked #51.

Catalina Capital Group first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.05M in Q3 2024. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Catalina Capital Group held 1,001 shares of Caterpillar worth $709K as of Q1 2026.
  • Catalina Capital Group bought 11 Caterpillar shares in Q1 2026, an estimated $7.62K.
  • Caterpillar made up 0.42% of Catalina Capital Group's portfolio in Q1 2026, its #51 holding.
  • Catalina Capital Group first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • Catalina Capital Group's Caterpillar position peaked at $1.05M in Q3 2024.
  • 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.