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
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 $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

Cloud Capital Management's CAT Position: Q1 2026 in Review

Cloud Capital Management reduced its Caterpillar (CAT) stake by 1.9% in Q1 2026, selling an estimated $7.62K and leaving 559 shares worth $395K. The position accounts for 0.17% of the portfolio, ranked #74.

Cloud Capital Management first reported a position in CAT in Q1 2025 and has held it in 4 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Cloud Capital Management held 559 shares of Caterpillar worth $395K as of Q1 2026.
  • Cloud Capital Management sold 11 Caterpillar shares in Q1 2026, an estimated $7.62K.
  • Caterpillar made up 0.17% of Cloud Capital Management's portfolio in Q1 2026, its #74 holding.
  • Cloud Capital Management first reported a position in Caterpillar in Q1 2025 and has held it in 4 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Cloud Capital Management's 13F filing for Q1 2026, filed 12 May 2026.