GI
CAT icon

GAMMA Investing’s Caterpillar CAT Stock Holding History

GAMMA Investing’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
Q2 		$15.7M Buy
14,723
+707
+5% +$621K 0.58% 28
2026
Q1 		$9.93M Buy
14,016
+1,102
+9% +$763K 0.46% 30
2025
Q4 		$7.4M Buy
12,914
+1,151
+10% +$640K 0.37% 36
2025
Q3 		$5.61M Buy
11,763
+1,049
+10% +$448K 0.31% 46
2025
Q2 		$4.16M Sell
10,714
-597
-5% -$199K 0.26% 54
2025
Q1 		$3.73M Buy
11,311
+2,745
+32% +$978K 0.28% 62
2024
Q4 		$3.11M Buy
8,566
+586
+7% +$227K 0.26% 63
2024
Q3 		$3.12M Buy
7,980
+1,983
+33% +$685K 0.31% 47
2024
Q2 		$2M Buy
5,997
+841
+16% +$292K 0.27% 56
2024
Q1 		$1.89M Buy
5,156
+773
+18% +$247K 0.38% 40
2023
Q4 		$1.32M Buy
+4,383
New +$1.14M 0.36% 41

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

GAMMA Investing's CAT Position: Q2 2026 in Review

GAMMA Investing increased its Caterpillar (CAT) stake by 5% in Q2 2026, buying an estimated $621K and bringing the position to 14,723 shares worth $15.7M. The position accounts for 0.58% of the portfolio, ranked #28.

GAMMA Investing first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,225 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • GAMMA Investing held 14,723 shares of Caterpillar worth $15.7M as of Q2 2026.
  • GAMMA Investing bought 707 Caterpillar shares in Q2 2026, an estimated $621K.
  • Caterpillar made up 0.58% of GAMMA Investing's portfolio in Q2 2026, its #28 holding.
  • GAMMA Investing first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.