CFM
CAT icon

Catalyst Funds Management’s Caterpillar CAT Stock Holding History

Catalyst Funds 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
Q2 		$7.33M Buy
+6,880
New +$6.04M 0.41% 58
2026
Q1 		– Sell
-1,400
Closed -$802K – 601
2025
Q4 		$802K Sell
1,400
-1,000
-42% -$556K 0.19% 130
2025
Q3 		$1.15M Sell
2,400
-200
-8% -$85.4K 0.17% 128
2025
Q2 		$1.01M Sell
2,600
-1,180
-31% -$393K 0.28% 108
2025
Q1 		$1.25M Buy
3,780
+2,880
+320% +$1.03M 0.33% 90
2024
Q4 		$326K Sell
900
-2,700
-75% -$1.05M 0.08% 198
2024
Q3 		$1.41M Sell
3,600
-2,500
-41% -$863K 0.31% 56
2024
Q2 		$2.03M Buy
6,100
+5,800
+1,933% +$2.01M 0.54% 29
2024
Q1 		$110K Buy
+300
New +$95.9K 0.03% 375

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

Catalyst Funds Management's CAT Position: Q2 2026 in Review

Catalyst Funds Management opened a new position in Caterpillar (CAT) in Q2 2026: 6,880 shares worth $7.33M. The stake represents 0.41% of the portfolio and ranks #58 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in CAT as recently as Q4 2025.

Catalyst Funds Management first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Catalyst Funds Management held 6,880 shares of Caterpillar worth $7.33M as of Q2 2026.
  • Caterpillar was a new Catalyst Funds Management position in Q2 2026.
  • Caterpillar made up 0.41% of Catalyst Funds Management's portfolio in Q2 2026, its #58 holding.
  • Catalyst Funds Management first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.