Holocene Advisors
CAT icon

Holocene Advisors’s Caterpillar CAT Stock Holding History

Holocene Advisors’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 		– Sell
-292,937
Closed -$208M – 835
2026
Q1 		$208M Buy
+292,937
New +$203M 0.5% 53
2023
Q4 		– Sell
-320,619
Closed -$87.5M – 710
2023
Q3 		$87.5M Buy
+320,619
New +$87M 0.38% 82
2019
Q1 		– Sell
-750,194
Closed -$95.3M – 663
2018
Q4 		$95.3M Buy
750,194
+380,242
+103% +$49.5M 1.54% 19
2018
Q3 		$56.4M Buy
369,952
+314,723
+570% +$44.5M 0.91% 39
2018
Q2 		$7.49M Sell
55,229
-376,927
-87% -$56.3M 0.16% 88
2018
Q1 		$63.7M Buy
432,156
+346,632
+405% +$54.7M 1.44% 26
2017
Q4 		$13.5M Buy
+85,524
New +$11.9M 0.34% 77

Other funds holding CAT

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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

Holocene Advisors's CAT Position: Q2 2026 in Review

Holocene Advisors sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 292,937 shares — an estimated $208M sold.

Holocene Advisors first reported a position in CAT in Q4 2017 and held it in 7 quarters. The position peaked at $208M in Q1 2026. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Holocene Advisors reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Holocene Advisors sold 292,937 Caterpillar shares in Q2 2026, an estimated $208M.
  • Holocene Advisors first reported a position in Caterpillar in Q4 2017 and held it in 7 quarters.
  • Holocene Advisors's Caterpillar position peaked at $208M in Q1 2026.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.