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 Q1	–	Sell	-150,000	Closed	-$85.9M	–	831
2025 Q4	$85.9M	Sell	150,000 -30,000	-17%	-$16.7M	0.18%	147
2025 Q3	$85.9M	Buy	+180,000	New	+$76.8M	0.2%	126
2018 Q4	–	Sell	-700,000	Closed	-$107M	–	658
2018 Q3	$107M	Buy	+700,000	New	+$99M	1.72%	14

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Holocene Advisors's CAT Position: Q1 2026 in Review

Holocene Advisors opened a new position in Caterpillar (CAT) in Q1 2026: 292,937 shares worth $208M. The stake represents 0.5% of the portfolio and ranks #53 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in CAT as recently as Q3 2023.

Holocene Advisors first reported a position in CAT in Q4 2017 and has held it in 7 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Holocene Advisors held 292,937 shares of Caterpillar worth $208M as of Q1 2026.
Caterpillar was a new Holocene Advisors position in Q1 2026.
Caterpillar made up 0.5% of Holocene Advisors's portfolio in Q1 2026, its #53 holding.
Holocene Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 7 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.