Elm Partners Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Elm Partners Management's CAT Position: Q2 2026 in Review
Elm Partners Management increased its Caterpillar (CAT) stake by 0.27% in Q2 2026, buying an estimated $1.76K and bringing the position to 756 shares worth $805K. The position accounts for 0.03% of the portfolio, ranked #86.
Elm Partners Management first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Elm Partners Management held 756 shares of Caterpillar worth $805K as of Q2 2026.
- Elm Partners Management bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
- Caterpillar made up 0.03% of Elm Partners Management's portfolio in Q2 2026, its #86 holding.
- Elm Partners Management first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
- 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.