Citadel Advisors
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Citadel Advisors’s Caterpillar CAT Stock Holding History

Citadel Advisors’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 		$1.13B Buy
1,596,100
+376,600
+31% +$261M 0.18% 79
2025
Q4 		$699M Buy
1,219,500
+307,100
+34% +$171M 0.1% 125
2025
Q3 		$435M Buy
912,400
+319,200
+54% +$136M 0.07% 228
2025
Q2 		$230M Buy
593,200
+192,700
+48% +$64.2M 0.04% 364
2025
Q1 		$132M Sell
400,500
-246,100
-38% -$87.7M 0.03% 540
2024
Q4 		$235M Sell
646,600
-562,900
-47% -$218M 0.04% 343
2024
Q3 		$473M Sell
1,209,500
-150,000
-11% -$51.8M 0.09% 147
2024
Q2 		$453M Buy
1,359,500
+130,400
+11% +$45.2M 0.09% 139
2024
Q1 		$450M Sell
1,229,100
-178,700
-13% -$57.1M 0.09% 149
2023
Q4 		$416M Sell
1,407,800
-73,000
-5% -$18.9M 0.08% 145
2023
Q3 		$404M Sell
1,480,800
-10,400
-0.7% -$2.82M 0.09% 131
2023
Q2 		$367M Sell
1,491,200
-742,600
-33% -$166M 0.08% 138
2023
Q1 		$511M Sell
2,233,800
-527,000
-19% -$127M 0.11% 87
2022
Q4 		$661M Buy
2,760,800
+1,214,100
+78% +$264M 0.15% 73
2022
Q3 		$254M Sell
1,546,700
-224,400
-13% -$41M 0.06% 233
2022
Q2 		$317M Sell
1,771,100
-248,100
-12% -$52.3M 0.08% 161
2022
Q1 		$450M Buy
2,019,200
+456,200
+29% +$95.7M 0.09% 126
2021
Q4 		$323M Sell
1,563,000
-220,300
-12% -$44.4M 0.07% 189
2021
Q3 		$342M Buy
1,783,300
+452,100
+34% +$94.2M 0.07% 185
2021
Q2 		$290M Sell
1,331,200
-135,700
-9% -$31.3M 0.06% 209
2021
Q1 		$340M Sell
1,466,900
-153,100
-9% -$31.7M 0.08% 149
2020
Q4 		$295M Buy
1,620,000
+158,300
+11% +$26.8M 0.08% 162
2020
Q3 		$218M Buy
1,461,700
+125,500
+9% +$17.6M 0.06% 177
2020
Q2 		$169M Sell
1,336,200
-88,400
-6% -$10.5M 0.06% 222
2020
Q1 		$165M Buy
1,424,600
+207,400
+17% +$26.5M 0.07% 182
2019
Q4 		$180M Sell
1,217,200
-285,500
-19% -$39.8M 0.08% 196
2019
Q3 		$190M Buy
1,502,700
+583,400
+63% +$74.1M 0.09% 170
2019
Q2 		$125M Sell
919,300
-380,600
-29% -$50.3M 0.06% 304
2019
Q1 		$176M Sell
1,299,900
-791,700
-38% -$105M 0.09% 169
2018
Q4 		$266M Buy
2,091,600
+759,500
+57% +$98.8M 0.15% 74
2018
Q3 		$203M Sell
1,332,100
-606,100
-31% -$85.7M 0.09% 165
2018
Q2 		$263M Sell
1,938,200
-404,300
-17% -$60.4M 0.13% 97
2018
Q1 		$345M Buy
2,342,500
+405,000
+21% +$64M 0.19% 54
2017
Q4 		$305M Buy
1,937,500
+436,400
+29% +$60.5M 0.19% 67
2017
Q3 		$187M Buy
1,501,100
+114,200
+8% +$13.2M 0.14% 103
2017
Q2 		$149M Buy
1,386,900
+305,900
+28% +$31.1M 0.13% 129
2017
Q1 		$100M Sell
1,081,000
-653,000
-38% -$61.8M 0.09% 199
2016
Q4 		$161M Buy
1,734,000
+231,600
+15% +$21M 0.16% 90
2016
Q3 		$133M Buy
1,502,400
+57,000
+4% +$4.66M 0.13% 102
2016
Q2 		$110M Buy
1,445,400
+136,100
+10% +$10.2M 0.12% 131
2016
Q1 		$100M Sell
1,309,300
-325,600
-20% -$21.8M 0.13% 123
2015
Q4 		$111M Buy
1,634,900
+626,400
+62% +$43.8M 0.12% 172
2015
Q3 		$65.9M Sell
1,008,500
-40,100
-4% -$3.07M 0.06% 328
2015
Q2 		$88.9M Sell
1,048,600
-93,400
-8% -$8.03M 0.08% 273
2015
Q1 		$91.4M Buy
1,142,000
+309,700
+37% +$25.7M 0.09% 250
2014
Q4 		$76.2M Buy
832,300
+1,600
+0.2% +$156K 0.07% 287
2014
Q3 		$82.3M Buy
830,700
+409,300
+97% +$43.4M 0.09% 229
2014
Q2 		$45.8M Sell
421,400
-161,400
-28% -$16.9M 0.05% 417
2014
Q1 		$57.9M Sell
582,800
-11,100
-2% -$1.05M 0.07% 349
2013
Q4 		$53.9M Sell
593,900
-86,400
-13% -$7.38M 0.07% 331
2013
Q3 		$56.7M Sell
680,300
-193,800
-22% -$16.4M 0.09% 262
2013
Q2 		$72.1M Buy
+874,100
New +$74.3M 0.12% 173

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

Citadel Advisors's CAT Position: Q1 2026 in Review

Citadel Advisors reduced its Caterpillar (CAT) stake by 5.1% in Q1 2026, selling an estimated $11.4M and leaving 309,529 shares worth $219M. The position accounts for 0.04% of the portfolio, ranked #418.

Citadel Advisors first reported a position in CAT in Q2 2013 and has held it in 49 quarters since. The position peaked at $519M in Q4 2022. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Citadel Advisors held 309,529 shares of Caterpillar worth $219M as of Q1 2026.
  • Citadel Advisors sold 16,526 Caterpillar shares in Q1 2026, an estimated $11.4M.
  • Caterpillar made up 0.04% of Citadel Advisors's portfolio in Q1 2026, its #418 holding.
  • Citadel Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 49 quarters since.
  • Citadel Advisors's Caterpillar position peaked at $519M in Q4 2022.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.