Clare Market Investments’s Caterpillar CAT Stock Holding History

Clare Market Investments’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	$2.82M	Sell	2,645 -60	-2%	-$52.7K	0.51%	31
2026 Q1	$1.92M	Buy	+2,705	New	+$1.87M	0.4%	42
2025 Q3	$846K	Buy	+1,773	New	+$757K	0.17%	76
2025 Q1	–	Sell	-728	Closed	-$264K	–	136
2024 Q4	$264K	Sell	728 -181	-20%	-$70.2K	0.06%	123
2024 Q3	$356K	Hold	909	–	–	0.09%	114
2024 Q2	$303K	Buy	+909	New	+$315K	0.08%	109
2019 Q3	–	Sell	-2,823	Closed	-$385K	–	78
2019 Q2	$385K	Buy	2,823 +165	+6%	+$21.8K	0.3%	64
2019 Q1	$360K	Buy	+2,658	New	+$353K	0.31%	69

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Clare Market Investments's CAT Position: Q2 2026 in Review

Clare Market Investments reduced its Caterpillar (CAT) stake by 2.2% in Q2 2026, selling an estimated $52.7K and leaving 2,645 shares worth $2.82M. The position accounts for 0.51% of the portfolio, ranked #31.

Clare Market Investments first reported a position in CAT in Q1 2019 and has held it in 8 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Clare Market Investments held 2,645 shares of Caterpillar worth $2.82M as of Q2 2026.
Clare Market Investments sold 60 Caterpillar shares in Q2 2026, an estimated $52.7K.
Caterpillar made up 0.51% of Clare Market Investments's portfolio in Q2 2026, its #31 holding.
Clare Market Investments first reported a position in Caterpillar in Q1 2019 and has held it in 8 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.