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Fox Run Management’s Caterpillar CAT Stock Holding History

Fox Run 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 		– Sell
-1,212
Closed -$694K – 931
2025
Q4 		$694K Buy
+1,212
New +$674K 0.11% 359
2023
Q3 		– Sell
-1,451
Closed -$357K – 727
2023
Q2 		$357K Buy
+1,451
New +$324K 0.1% 388
2021
Q2 		– Sell
-1,284
Closed -$298K – 351
2021
Q1 		$298K Buy
+1,284
New +$266K 0.54% 69
2018
Q4 		– Sell
-1,981
Closed -$302K – 530
2018
Q3 		$302K Sell
1,981
-3,265
-62% -$462K 0.13% 344
2018
Q2 		$712K Buy
+5,246
New +$784K 0.23% 132
2017
Q4 		– Sell
-3,600
Closed -$449K – 683
2017
Q3 		$449K Buy
+3,600
New +$415K 0.13% 336

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

Fox Run Management's CAT Position: Q1 2026 in Review

Fox Run Management sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 1,212 shares — an estimated $694K sold.

Fox Run Management first reported a position in CAT in Q3 2017 and held it in 6 quarters. The position peaked at $712K in Q2 2018. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Fox Run Management reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Fox Run Management sold 1,212 Caterpillar shares in Q1 2026, an estimated $694K.
  • Fox Run Management first reported a position in Caterpillar in Q3 2017 and held it in 6 quarters.
  • Fox Run Management's Caterpillar position peaked at $712K in Q2 2018.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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