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
2020 Q3	–	Sell	-362,500	Closed	-$45.9M	–	682
2020 Q2	$45.9M	Buy	+362,500	New	+$43M	0.4%	76

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.