Fidelity Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.71B | Sell |
3,824,293
-236,810
| -6% | -$164M | 0.14% | 119 |
|
|
2025
Q4 | $2.33B | Buy |
4,061,103
+928,278
| +30% | +$516M | 0.12% | 137 |
|
|
2025
Q3 | $1.49B | Buy |
3,132,825
+1,333,426
| +74% | +$569M | 0.08% | 194 |
|
|
2025
Q2 | $699M | Sell |
1,799,399
-135,686
| -7% | -$45.2M | 0.04% | 375 |
|
|
2025
Q1 | $638M | Sell |
1,935,085
-2,807,415
| -59% | -$1B | 0.04% | 370 |
|
|
2024
Q4 | $1.72B | Sell |
4,742,500
-111,446
| -2% | -$43.2M | 0.1% | 153 |
|
|
2024
Q3 | $1.9B | Sell |
4,853,946
-482,795
| -9% | -$167M | 0.12% | 140 |
|
|
2024
Q2 | $1.78B | Sell |
5,336,741
-613,268
| -10% | -$213M | 0.11% | 134 |
|
|
2024
Q1 | $2.18B | Buy |
5,950,009
+431,882
| +8% | +$138M | 0.15% | 109 |
|
|
2023
Q4 | $1.63B | Sell |
5,518,127
-520,080
| -9% | -$135M | 0.13% | 136 |
|
|
2023
Q3 | $1.65B | Buy |
6,038,207
+781,111
| +15% | +$212M | 0.14% | 126 |
|
|
2023
Q2 | $1.29B | Sell |
5,257,096
-408,792
| -7% | -$91.1M | 0.11% | 162 |
|
|
2023
Q1 | $1.3B | Buy |
5,665,888
+1,024,083
| +22% | +$248M | 0.12% | 154 |
|
|
2022
Q4 | $1.11B | Buy |
4,641,805
+300,915
| +7% | +$65.5M | 0.11% | 172 |
|
|
2022
Q3 | $712M | Sell |
4,340,890
-1,905,926
| -31% | -$348M | 0.07% | 249 |
|
|
2022
Q2 | $1.12B | Buy |
6,246,816
+9,815
| +0.2% | +$2.07M | 0.11% | 161 |
|
|
2022
Q1 | $1.39B | Buy |
6,237,001
+2,062,751
| +49% | +$433M | 0.11% | 156 |
|
|
2021
Q4 | $863M | Sell |
4,174,250
-848,793
| -17% | -$171M | 0.06% | 289 |
|
|
2021
Q3 | $964M | Sell |
5,023,043
-1,472,004
| -23% | -$307M | 0.08% | 238 |
|
|
2021
Q2 | $1.41B | Sell |
6,495,047
-879,549
| -12% | -$203M | 0.11% | 153 |
|
|
2021
Q1 | $1.71B | Buy |
7,374,596
+1,354,809
| +23% | +$280M | 0.15% | 123 |
|
|
2020
Q4 | $1.1B | Buy |
6,019,787
+1,788,783
| +42% | +$303M | 0.1% | 192 |
|
|
2020
Q3 | $631M | Buy |
4,231,004
+894,512
| +27% | +$126M | 0.06% | 269 |
|
|
2020
Q2 | $422M | Sell |
3,336,492
-143,806
| -4% | -$17M | 0.05% | 365 |
|
|
2020
Q1 | $404M | Sell |
3,480,298
-288,259
| -8% | -$36.8M | 0.06% | 300 |
|
|
2019
Q4 | $557M | Buy |
3,768,557
+2,347,888
| +165% | +$328M | 0.06% | 296 |
|
|
2019
Q3 | $179M | Sell |
1,420,669
-147,680
| -9% | -$18.8M | 0.02% | 663 |
|
|
2019
Q2 | $214M | Sell |
1,568,349
-756,034
| -33% | -$99.9M | 0.03% | 621 |
|
|
2019
Q1 | $315M | Sell |
2,324,383
-679,629
| -23% | -$90.3M | 0.04% | 469 |
|
|
2018
Q4 | $382M | Sell |
3,004,012
-1,270,293
| -30% | -$165M | 0.05% | 358 |
|
|
2018
Q3 | $652M | Sell |
4,274,305
-415,882
| -9% | -$58.8M | 0.07% | 254 |
|
|
2018
Q2 | $636M | Sell |
4,690,187
-874,720
| -16% | -$131M | 0.07% | 255 |
|
|
2018
Q1 | $820M | Sell |
5,564,907
-10,141,498
| -65% | -$1.6B | 0.1% | 208 |
|
|
2017
Q4 | $2.48B | Sell |
15,706,405
-3,512,191
| -18% | -$487M | 0.29% | 54 |
|
|
2017
Q3 | $2.4B | Sell |
19,218,596
-395,065
| -2% | -$45.5M | 0.29% | 58 |
|
|
2017
Q2 | $2.11B | Buy |
19,613,661
+2,052,300
| +12% | +$208M | 0.26% | 64 |
|
|
2017
Q1 | $1.63B | Buy |
17,561,361
+1,798,312
| +11% | +$170M | 0.21% | 90 |
|
|
2016
Q4 | $1.46B | Buy |
15,763,049
+3,228,098
| +26% | +$293M | 0.2% | 98 |
|
|
2016
Q3 | $1.11B | Buy |
12,534,951
+3,836,841
| +44% | +$314M | 0.15% | 140 |
|
|
2016
Q2 | $659M | Buy |
8,698,110
+6,557,618
| +306% | +$491M | 0.09% | 231 |
|
|
2016
Q1 | $164M | Buy |
2,140,492
+432,213
| +25% | +$29M | 0.02% | 743 |
|
|
2015
Q4 | $116M | Sell |
1,708,279
-9,395
| -0.5% | -$657K | 0.02% | 900 |
|
|
2015
Q3 | $112M | Sell |
1,717,674
-784,045
| -31% | -$60M | 0.02% | 909 |
|
|
2015
Q2 | $212M | Sell |
2,501,719
-1,143,524
| -31% | -$98.3M | 0.03% | 666 |
|
|
2015
Q1 | $292M | Sell |
3,645,243
-4,273,284
| -54% | -$355M | 0.04% | 522 |
|
|
2014
Q4 | $725M | Sell |
7,918,527
-2,061,417
| -21% | -$201M | 0.09% | 232 |
|
|
2014
Q3 | $988M | Sell |
9,979,944
-4,105,013
| -29% | -$435M | 0.13% | 157 |
|
|
2014
Q2 | $1.53B | Buy |
14,084,957
+1,859,668
| +15% | +$195M | 0.21% | 99 |
|
|
2014
Q1 | $1.21B | Buy |
12,225,289
+4,966,512
| +68% | +$468M | 0.17% | 126 |
|
|
2013
Q4 | $659M | Buy |
7,258,777
+779,940
| +12% | +$66.6M | 0.09% | 242 |
|
|
2013
Q3 | $540M | Sell |
6,478,837
-1,745,221
| -21% | -$148M | 0.08% | 279 |
|
|
2013
Q2 | $678M | Buy |
+8,224,058
| New | +$699M | 0.11% | 208 |
|
Other funds holding CAT
VCM
VPM
Fidelity Investments's CAT Position: Q1 2026 in Review
Fidelity Investments reduced its Caterpillar (CAT) stake by 5.8% in Q1 2026, selling an estimated $164M and leaving 3,824,293 shares worth $2.71B. The position accounts for 0.14% of the portfolio, ranked #119.
Fidelity Investments first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Fidelity Investments held 3,824,293 shares of Caterpillar worth $2.71B as of Q1 2026.
- Fidelity Investments sold 236,810 Caterpillar shares in Q1 2026, an estimated $164M.
- Caterpillar made up 0.14% of Fidelity Investments's portfolio in Q1 2026, its #119 holding.
- Fidelity Investments first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.