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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
Q2 		$8.33M Buy
7,824
+1,524
+24% +$1.34M 0.15% 96
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Graham Capital Management's CAT Position: Q2 2026 in Review

Graham Capital Management increased its Caterpillar (CAT) stake by 24% in Q2 2026, buying an estimated $1.34M and bringing the position to 7,824 shares worth $8.33M. The position accounts for 0.15% of the portfolio, ranked #96.

Graham Capital Management first reported a position in CAT in Q1 2017 and has held it in 23 quarters since. The position peaked at $32.8M in Q4 2020. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Graham Capital Management held 7,824 shares of Caterpillar worth $8.33M as of Q2 2026.
  • Graham Capital Management bought 1,524 Caterpillar shares in Q2 2026, an estimated $1.34M.
  • Caterpillar made up 0.15% of Graham Capital Management's portfolio in Q2 2026, its #96 holding.
  • Graham Capital Management first reported a position in Caterpillar in Q1 2017 and has held it in 23 quarters since.
  • Graham Capital Management's Caterpillar position peaked at $32.8M in Q4 2020.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Graham Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.