GCM
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Graham Capital Management’s Caterpillar CAT Stock Holding History

Graham 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 		$4.46M Sell
6,300
-3,700
-37% -$2.56M 0.11% 143
2025
Q4 		$5.73M Buy
+10,000
New +$5.56M 0.14% 101
2025
Q3 		– Sell
-40,582
Closed -$15.8M – 1281
2025
Q2 		$15.8M Buy
40,582
+37,550
+1,238% +$12.5M 0.24% 45
2025
Q1 		$1,000K Buy
+3,032
New +$1.08M 0.02% 553
2024
Q4 		– Sell
-5,800
Closed -$2.27M – 1248
2024
Q3 		$2.27M Buy
+5,800
New +$2M 0.04% 247
2024
Q2 		– Sell
-750
Closed -$275K – 1067
2024
Q1 		$275K Sell
750
-319
-30% -$102K 0.01% 814
2023
Q4 		$316K Buy
1,069
+168
+19% +$43.6K 0.01% 716
2023
Q3 		$246K Buy
+901
New +$244K 0.01% 791
2023
Q1 		– Sell
-4,004
Closed -$959K – 1078
2022
Q4 		$959K Buy
4,004
+1,023
+34% +$223K 0.03% 548
2022
Q3 		$489K Buy
+2,981
New +$545K 0.02% 755
2022
Q1 		– Sell
-1,527
Closed -$315K – 900
2021
Q4 		$315K Buy
+1,527
New +$307K 0.01% 303
2021
Q3 		– Sell
-18,178
Closed -$3.96M – 112
2021
Q2 		$3.96M Sell
18,178
-28,426
-61% -$6.57M 0.21% 79
2021
Q1 		$10.8M Sell
46,604
-133,396
-74% -$27.6M 0.48% 59
2020
Q4 		$32.8M Hold
180,000
– – 1.2% 22
2020
Q3 		$26.8M Hold
180,000
– – 0.92% 19
2020
Q2 		$22.8M Sell
180,000
-6,000
-3% -$711K 1.1% 13
2020
Q1 		$21.6M Hold
186,000
– – 1.52% 6
2019
Q4 		$27.5M Hold
186,000
– – 1% 13
2019
Q3 		$23.5M Hold
186,000
– – 0.77% 18
2019
Q2 		$25.3M Buy
186,000
+106,000
+133% +$14M 0.75% 16
2019
Q1 		$10.8M Buy
+80,000
New +$10.6M 0.58% 31
2017
Q2 		– Sell
-44,000
Closed -$4.08M – 89
2017
Q1 		$4.08M Buy
+44,000
New +$4.17M 0.16% 48

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

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

Graham Capital Management reduced its Caterpillar (CAT) stake by 37% in Q1 2026, selling an estimated $2.56M and leaving 6,300 shares worth $4.46M. The position accounts for 0.11% of the portfolio, ranked #143.

Graham Capital Management first reported a position in CAT in Q1 2017 and has held it in 22 quarters since. The position peaked at $32.8M in Q4 2020. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Graham Capital Management held 6,300 shares of Caterpillar worth $4.46M as of Q1 2026.
  • Graham Capital Management sold 3,700 Caterpillar shares in Q1 2026, an estimated $2.56M.
  • Caterpillar made up 0.11% of Graham Capital Management's portfolio in Q1 2026, its #143 holding.
  • Graham Capital Management first reported a position in Caterpillar in Q1 2017 and has held it in 22 quarters since.
  • Graham Capital Management's Caterpillar position peaked at $32.8M in Q4 2020.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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