CCM
CAT icon

Cloud Capital Management’s Caterpillar CAT Stock Holding History

Cloud Capital Management’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 		$598K Buy
563
+4
+0.7% +$3.51K 0.22% 62
2026
Q1 		$395K Sell
559
-11
-2% -$7.62K 0.17% 74
2025
Q4 		$326K Buy
570
+24
+4% +$13.3K 0.15% 75
2025
Q3 		$260K Buy
+546
New +$233K 0.14% 75
2025
Q2 		– Sell
-412
Closed -$134K – 106
2025
Q1 		$134K Buy
+412
New +$147K 0.1% 89

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

Cloud Capital Management's CAT Position: Q2 2026 in Review

Cloud Capital Management increased its Caterpillar (CAT) stake by 0.72% in Q2 2026, buying an estimated $3.51K and bringing the position to 563 shares worth $598K. The position accounts for 0.22% of the portfolio, ranked #62.

Cloud Capital Management first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Cloud Capital Management held 563 shares of Caterpillar worth $598K as of Q2 2026.
  • Cloud Capital Management bought 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
  • Caterpillar made up 0.22% of Cloud Capital Management's portfolio in Q2 2026, its #62 holding.
  • Cloud Capital Management first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cloud Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.