Clear Street’s Caterpillar CAT Stock Holding History

Clear Street’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	–	Sell	-705	Closed	-$404K	–	1116
2025 Q4	$404K	Buy	+705	New	+$392K	﹤0.01%	391

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Street's CAT Position: Q1 2026 in Review

Clear Street sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 705 shares — an estimated $404K sold.

Clear Street first reported a position in CAT in Q4 2025 and held it in 1 quarter. The position peaked at $404K in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Clear Street reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
Clear Street sold 705 Caterpillar shares in Q1 2026, an estimated $404K.
Clear Street first reported a position in Caterpillar in Q4 2025 and held it in 1 quarter.
Clear Street's Caterpillar position peaked at $404K in Q4 2025.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.