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
Q2 		$654K Buy
614
+1
+0.2% +$878 0.22% 41
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 $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

Clarus Group's CAT Position: Q2 2026 in Review

Clarus Group increased its Caterpillar (CAT) stake by 0.16% in Q2 2026, buying an estimated $878 and bringing the position to 614 shares worth $654K. The position accounts for 0.22% of the portfolio, ranked #41.

Clarus Group first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.03M in Q1 2024. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Clarus Group held 614 shares of Caterpillar worth $654K as of Q2 2026.
  • Clarus Group bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.22% of Clarus Group's portfolio in Q2 2026, its #41 holding.
  • Clarus Group first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • Clarus Group's Caterpillar position peaked at $1.03M in Q1 2024.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.