Dark Forest Capital Management’s Caterpillar CAT Stock Holding History

Dark Forest 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	$1.4M	Sell	1,983 -2,188	-52%	-$1.52M	0.12%	268
2025 Q4	$2.39M	Buy	+4,171	New	+$2.32M	0.11%	323
2024 Q4	–	Sell	-1,988	Closed	-$778K	–	970
2024 Q3	$778K	Buy	+1,988	New	+$687K	0.1%	229
2023 Q4	–	Sell	-3,445	Closed	-$940K	–	551
2023 Q3	$940K	Sell	3,445 -1,088	-24%	-$295K	0.07%	434
2023 Q2	$1.12M	Buy	4,533 +2,091	+86%	+$466K	0.1%	259
2023 Q1	$559K	Buy	+2,442	New	+$590K	0.13%	152
2022 Q4	–	Sell	-37	Closed	-$6K	–	1184
2022 Q3	$6K	Buy	+37	New	+$6.76K	﹤0.01%	837
2021 Q4	–	Sell	-125	Closed	-$24K	–	1462
2021 Q3	$24K	Sell	125 -535	-81%	-$111K	0.01%	757
2021 Q2	$144K	Buy	+660	New	+$152K	0.06%	237

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

Dark Forest Capital Management's CAT Position: Q1 2026 in Review

Dark Forest Capital Management reduced its Caterpillar (CAT) stake by 52% in Q1 2026, selling an estimated $1.52M and leaving 1,983 shares worth $1.4M. The position accounts for 0.12% of the portfolio, ranked #268.

Dark Forest Capital Management first reported a position in CAT in Q2 2021 and has held it in 9 quarters since. The position peaked at $2.39M in Q4 2025. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Dark Forest Capital Management held 1,983 shares of Caterpillar worth $1.4M as of Q1 2026.
Dark Forest Capital Management sold 2,188 Caterpillar shares in Q1 2026, an estimated $1.52M.
Caterpillar made up 0.12% of Dark Forest Capital Management's portfolio in Q1 2026, its #268 holding.
Dark Forest Capital Management first reported a position in Caterpillar in Q2 2021 and has held it in 9 quarters since.
Dark Forest Capital Management's Caterpillar position peaked at $2.39M in Q4 2025.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Dark Forest Capital Management's 13F filing for Q1 2026, filed 15 May 2026.