CG
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Clarus Group’s Caterpillar CAT Stock Holding History

Clarus 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 		$435K Sell
613
-106
-15% -$73.4K 0.16% 60
2025
Q4 		$412K Buy
719
+1
+0.1% +$556 0.15% 67
2025
Q3 		$343K Buy
718
+2
+0.3% +$854 0.12% 74
2025
Q2 		$278K Buy
716
+2
+0.3% +$667 0.1% 83
2025
Q1 		$236K Sell
714
-998
-58% -$355K 0.09% 89
2024
Q4 		$621K Buy
1,712
+1
+0.1% +$388 0.22% 48
2024
Q3 		$669K Sell
1,711
-773
-31% -$267K 0.28% 45
2024
Q2 		$827K Sell
2,484
-317
-11% -$110K 0.37% 33
2024
Q1 		$1.03M Sell
2,801
-22
-0.8% -$7.03K 0.72% 27
2023
Q4 		$835K Buy
2,823
+397
+16% +$103K 0.63% 32
2023
Q3 		$662K Buy
2,426
+3
+0.1% +$814 0.48% 38
2023
Q2 		$596K Buy
2,423
+10
+0.4% +$2.23K 0.44% 37
2023
Q1 		$552K Buy
2,413
+2
+0.1% +$484 0.52% 31
2022
Q4 		$577K Buy
2,411
+3
+0.1% +$653 0.51% 34
2022
Q3 		$395K Buy
2,408
+3
+0.1% +$548 0.36% 44
2022
Q2 		$430K Buy
2,405
+2
+0.1% +$421 0.36% 46
2022
Q1 		$535K Buy
2,403
+503
+26% +$105K 0.36% 41
2021
Q4 		$367K Buy
1,900
+2
+0.1% +$403 0.25% 58
2021
Q3 		$364K Buy
1,898
+2
+0.1% +$417 0.25% 61
2021
Q2 		$412K Buy
1,896
+2
+0.1% +$462 0.31% 52
2021
Q1 		$436K Buy
1,894
+451
+31% +$93.4K 0.36% 45
2020
Q4 		$286K Buy
+1,443
New +$245K 0.25% 71

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

Clarus Group's CAT Position: Q1 2026 in Review

Clarus Group reduced its Caterpillar (CAT) stake by 15% in Q1 2026, selling an estimated $73.4K and leaving 613 shares worth $435K. The position accounts for 0.16% of the portfolio, ranked #60.

Clarus Group first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.03M in Q1 2024. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Clarus Group held 613 shares of Caterpillar worth $435K as of Q1 2026.
  • Clarus Group sold 106 Caterpillar shares in Q1 2026, an estimated $73.4K.
  • Caterpillar made up 0.16% of Clarus Group's portfolio in Q1 2026, its #60 holding.
  • Clarus Group first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • Clarus Group's Caterpillar position peaked at $1.03M in Q1 2024.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Clarus Group's 13F filing for Q1 2026, filed 21 Apr 2026.