Hudson Bay Capital Management
CAT icon

Hudson Bay Capital Management’s Caterpillar CAT Stock Holding History

Hudson Bay 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 		$13.7M Sell
19,356
-42,144
-69% -$29.2M 0.05% 253
2025
Q4 		$35.2M Buy
61,500
+59,112
+2,475% +$32.9M 0.12% 157
2025
Q3 		$1.14M Sell
2,388
-1,262
-35% -$539K ﹤0.01% 841
2025
Q2 		$1.42M Buy
3,650
+338
+10% +$113K ﹤0.01% 890
2025
Q1 		$1.09M Buy
+3,312
New +$1.18M ﹤0.01% 910
2023
Q2 		– Sell
-750,000
Closed -$172M – 869
2023
Q1 		$172M Buy
+750,000
New +$181M 1.41% 13
2022
Q4 		– Sell
-15,000
Closed -$2.46M – 1005
2022
Q3 		$2.46M Buy
+15,000
New +$2.74M 0.02% 682
2021
Q3 		– Sell
-18,000
Closed -$3.92M – 1004
2021
Q2 		$3.92M Buy
+18,000
New +$4.16M 0.05% 423
2019
Q3 		– Sell
-48,373
Closed -$6.59M – 417
2019
Q2 		$6.59M Sell
48,373
-29,627
-38% -$3.91M 0.15% 140
2019
Q1 		$10.6M Buy
78,000
+52,069
+201% +$6.92M 0.14% 142
2018
Q4 		$3.29M Sell
25,931
-48,045
-65% -$6.25M 0.04% 396
2018
Q3 		$11.3M Buy
73,976
+60,470
+448% +$8.55M 0.14% 130
2018
Q2 		$1.83M Sell
13,506
-13,362
-50% -$2M 0.03% 528
2018
Q1 		$3.96M Buy
26,868
+609
+2% +$96.2K 0.08% 286
2017
Q4 		$4.14M Buy
+26,259
New +$3.64M 0.09% 196
2017
Q1 		– Sell
-4,393
Closed -$416K – 799
2016
Q4 		$407K Buy
+4,393
New +$398K 0.01% 550

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

Hudson Bay Capital Management's CAT Position: Q1 2026 in Review

Hudson Bay Capital Management reduced its Caterpillar (CAT) stake by 69% in Q1 2026, selling an estimated $29.2M and leaving 19,356 shares worth $13.7M. The position accounts for 0.05% of the portfolio, ranked #253.

Hudson Bay Capital Management first reported a position in CAT in Q4 2016 and has held it in 16 quarters since. The position peaked at $172M in Q1 2023. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Hudson Bay Capital Management held 19,356 shares of Caterpillar worth $13.7M as of Q1 2026.
  • Hudson Bay Capital Management sold 42,144 Caterpillar shares in Q1 2026, an estimated $29.2M.
  • Caterpillar made up 0.05% of Hudson Bay Capital Management's portfolio in Q1 2026, its #253 holding.
  • Hudson Bay Capital Management first reported a position in Caterpillar in Q4 2016 and has held it in 16 quarters since.
  • Hudson Bay Capital Management's Caterpillar position peaked at $172M in Q1 2023.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.