Fred Alger Management’s Caterpillar CAT Stock Holding History

Fred Alger 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	$49.6M	Sell	70,030 -10,942	-14%	-$7.58M	0.22%	56
2025 Q4	$46.4M	Sell	80,972 -19,209	-19%	-$10.7M	0.18%	67
2025 Q3	$47.8M	Buy	+100,181	New	+$42.8M	0.19%	66
2022 Q1	–	Sell	-91,038	Closed	-$18.8M	–	502
2021 Q4	$18.8M	Buy	91,038 +28,707	+46%	+$5.78M	0.05%	212
2021 Q3	$12M	Buy	+62,331	New	+$13M	0.03%	228
2021 Q2	–	Sell	-1,267	Closed	-$294K	–	515
2021 Q1	$294K	Buy	+1,267	New	+$262K	﹤0.01%	424
2018 Q3	–	Sell	-665	Closed	-$90K	–	546
2018 Q2	$90K	Sell	665 -373,562	-100%	-$55.8M	﹤0.01%	398
2018 Q1	$55.2M	Sell	374,227 -280,546	-43%	-$44.3M	0.26%	82
2017 Q4	$103M	Buy	+654,773	New	+$90.8M	0.47%	52
2016 Q2	–	Sell	-47	Closed	-$4K	–	532
2016 Q1	$4K	Hold	47	–	–	﹤0.01%	530
2015 Q4	$3K	Buy	+47	New	+$3.29K	﹤0.01%	556
2015 Q1	–	Sell	-70	Closed	-$6K	–	648
2014 Q4	$6K	Hold	70	–	–	﹤0.01%	551
2014 Q3	$7K	Sell	70 -837	-92%	-$88.7K	﹤0.01%	557
2014 Q2	$99K	Buy	907 +35	+4%	+$3.67K	﹤0.01%	492
2014 Q1	$87K	Hold	872	–	–	﹤0.01%	471
2013 Q4	$79K	Hold	872	–	–	﹤0.01%	455
2013 Q3	$73K	Sell	872 -340,463	-100%	-$28.8M	﹤0.01%	461
2013 Q2	$28.2M	Buy	+341,335	New	+$29M	0.17%	152

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

Fred Alger Management's CAT Position: Q1 2026 in Review

Fred Alger Management reduced its Caterpillar (CAT) stake by 14% in Q1 2026, selling an estimated $7.58M and leaving 70,030 shares worth $49.6M. The position accounts for 0.22% of the portfolio, ranked #56.

Fred Alger Management first reported a position in CAT in Q2 2013 and has held it in 18 quarters since. The position peaked at $103M in Q4 2017. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Fred Alger Management held 70,030 shares of Caterpillar worth $49.6M as of Q1 2026.
Fred Alger Management sold 10,942 Caterpillar shares in Q1 2026, an estimated $7.58M.
Caterpillar made up 0.22% of Fred Alger Management's portfolio in Q1 2026, its #56 holding.
Fred Alger Management first reported a position in Caterpillar in Q2 2013 and has held it in 18 quarters since.
Fred Alger Management's Caterpillar position peaked at $103M in Q4 2017.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Fred Alger Management's 13F filing for Q1 2026, filed 15 May 2026.