Geode Capital Management
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Geode Capital Management’s Caterpillar CAT Stock Holding History

Geode Capital 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 		$7.89B Buy
11,127,483
+517,301
+5% +$358M 0.49% 28
2025
Q4 		$6.07B Buy
10,610,182
+94,524
+0.9% +$52.5M 0.37% 36
2025
Q3 		$5.01B Buy
10,515,658
+48,634
+0.5% +$20.8M 0.32% 39
2025
Q2 		$4.06B Sell
10,467,024
-49,594
-0.5% -$16.5M 0.28% 57
2025
Q1 		$3.47B Buy
10,516,618
+66,848
+0.6% +$23.8M 0.27% 58
2024
Q4 		$3.79B Buy
10,449,770
+236,315
+2% +$91.6M 0.29% 52
2024
Q3 		$3.99B Buy
10,213,455
+67,148
+0.7% +$23.2M 0.32% 45
2024
Q2 		$3.37B Sell
10,146,307
-73,405
-0.7% -$25.5M 0.3% 49
2024
Q1 		$3.74B Buy
10,219,712
+346,730
+4% +$111M 0.35% 47
2023
Q4 		$2.91B Buy
9,872,982
+218,775
+2% +$56.8M 0.3% 51
2023
Q3 		$2.63B Buy
9,654,207
+121,962
+1% +$33.1M 0.31% 51
2023
Q2 		$2.34B Buy
9,532,245
+156,608
+2% +$34.9M 0.27% 61
2023
Q1 		$2.14B Buy
9,375,637
+244,930
+3% +$59.2M 0.28% 63
2022
Q4 		$2.18B Buy
9,130,707
+110,026
+1% +$24M 0.31% 59
2022
Q3 		$1.48B Buy
9,020,681
+131,017
+1% +$23.9M 0.22% 80
2022
Q2 		$1.59B Buy
8,889,664
+109,551
+1% +$23.1M 0.23% 73
2022
Q1 		$1.95B Buy
8,780,113
+160,943
+2% +$33.8M 0.24% 72
2021
Q4 		$1.78B Buy
8,619,170
+52,169
+0.6% +$10.5M 0.21% 81
2021
Q3 		$1.64B Buy
8,567,001
+49,786
+0.6% +$10.4M 0.22% 82
2021
Q2 		$1.85B Buy
8,517,215
+185,421
+2% +$42.8M 0.25% 72
2021
Q1 		$1.93B Buy
8,331,794
+229,934
+3% +$47.6M 0.29% 62
2020
Q4 		$1.47B Buy
8,101,860
+341,508
+4% +$57.9M 0.25% 72
2020
Q3 		$1.16B Buy
7,760,352
+129,357
+2% +$18.2M 0.23% 81
2020
Q2 		$964M Sell
7,630,995
-56,197
-0.7% -$6.66M 0.21% 91
2020
Q1 		$890M Buy
7,687,192
+102,641
+1% +$13.1M 0.23% 84
2019
Q4 		$1.12B Sell
7,584,551
-73,985
-1% -$10.3M 0.23% 79
2019
Q3 		$966M Buy
7,658,536
+62,496
+0.8% +$7.94M 0.23% 84
2019
Q2 		$1.03B Buy
7,596,040
+372,390
+5% +$49.2M 0.25% 73
2019
Q1 		$977M Buy
7,223,650
+200,985
+3% +$26.7M 0.25% 75
2018
Q4 		$891M Buy
7,022,665
+321,277
+5% +$41.8M 0.28% 70
2018
Q3 		$1.02B Buy
6,701,388
+22,496
+0.3% +$3.18M 0.29% 65
2018
Q2 		$904M Buy
6,678,892
+152,892
+2% +$22.8M 0.28% 64
2018
Q1 		$959M Buy
6,526,000
+313,739
+5% +$49.5M 0.31% 61
2017
Q4 		$977M Buy
6,212,261
+323,920
+6% +$44.9M 0.33% 54
2017
Q3 		$733M Buy
5,888,341
+382,384
+7% +$44M 0.27% 72
2017
Q2 		$591M Sell
5,505,957
-69,463
-1% -$7.06M 0.23% 85
2017
Q1 		$516M Buy
5,575,420
+419,191
+8% +$39.7M 0.21% 92
2016
Q4 		$478M Buy
5,156,229
+230,083
+5% +$20.9M 0.22% 89
2016
Q3 		$437M Buy
4,926,146
+206,955
+4% +$16.9M 0.22% 88
2016
Q2 		$357M Sell
4,719,191
-37,341
-0.8% -$2.8M 0.19% 100
2016
Q1 		$363K Buy
4,756,532
+86,689
+2% +$5.81M 0.19% 98
2015
Q4 		$317M Sell
4,669,843
-172,214
-4% -$12M 0.18% 110
2015
Q3 		$316M Buy
4,842,057
+21,944
+0.5% +$1.68M 0.19% 103
2015
Q2 		$408M Sell
4,820,113
-65,263
-1% -$5.61M 0.23% 85
2015
Q1 		$390M Buy
4,885,376
+50,812
+1% +$4.22M 0.22% 93
2014
Q4 		$442M Buy
4,834,564
+122,955
+3% +$12M 0.26% 84
2014
Q3 		$466M Buy
4,711,609
+23,321
+0.5% +$2.47M 0.3% 64
2014
Q2 		$509M Sell
4,688,288
-152,645
-3% -$16M 0.33% 57
2014
Q1 		$481M Buy
4,840,933
+73,626
+2% +$6.94M 0.32% 57
2013
Q4 		$433M Buy
4,767,307
+225,257
+5% +$19.2M 0.3% 70
2013
Q3 		$379M Buy
4,542,050
+20,452
+0.5% +$1.73M 0.3% 68
2013
Q2 		$373M Buy
+4,521,598
New +$385M 0.33% 59

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management's CAT Position: Q1 2026 in Review

Geode Capital Management increased its Caterpillar (CAT) stake by 4.9% in Q1 2026, buying an estimated $358M and bringing the position to 11,127,483 shares worth $7.89B. The position accounts for 0.49% of the portfolio, ranked #28.

Geode Capital Management first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Geode Capital Management held 11,127,483 shares of Caterpillar worth $7.89B as of Q1 2026.
  • Geode Capital Management bought 517,301 Caterpillar shares in Q1 2026, an estimated $358M.
  • Caterpillar made up 0.49% of Geode Capital Management's portfolio in Q1 2026, its #28 holding.
  • Geode Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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