HVCM
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Hel Ved Capital Management’s Caterpillar CAT Stock Holding History

Hel Ved 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 		– Sell
-8,495
Closed -$4.87M – 61
2025
Q4 		$4.87M Buy
+8,495
New +$4.72M 1.31% 24

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

Hel Ved Capital Management's CAT Position: Q1 2026 in Review

Hel Ved Capital Management sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 8,495 shares — an estimated $4.87M sold.

Hel Ved Capital Management first reported a position in CAT in Q4 2025 and held it in 1 quarter. The position peaked at $4.87M in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Hel Ved Capital Management reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Hel Ved Capital Management sold 8,495 Caterpillar shares in Q1 2026, an estimated $4.87M.
  • Hel Ved Capital Management first reported a position in Caterpillar in Q4 2025 and held it in 1 quarter.
  • Hel Ved Capital Management's Caterpillar position peaked at $4.87M in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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