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	$3.54M	Sell	5,000 -62,500	-93%	-$43.3M	0.01%	609
2025 Q4	$38.7M	Buy	+67,500	New	+$37.5M	0.13%	150
2025 Q3	–	Sell	-15,000	Closed	-$5.82M	–	1284
2025 Q2	$5.82M	Buy	15,000 +13,200	+733%	+$4.4M	0.02%	507
2025 Q1	$594K	Buy	+1,800	New	+$641K	﹤0.01%	1011
2024 Q4	–	Sell	-25,000	Closed	-$9.78M	–	933
2024 Q3	$9.78M	Buy	+25,000	New	+$8.63M	0.04%	294
2019 Q2	–	Sell	-25,000	Closed	-$3.39M	–	459
2019 Q1	$3.39M	Hold	25,000	–	–	0.04%	359
2018 Q4	$3.18M	Buy	+25,000	New	+$3.25M	0.04%	407
2018 Q3	–	Sell	-21,100	Closed	-$2.86M	–	724
2018 Q2	$2.86M	Sell	21,100 -43,900	-68%	-$6.56M	0.04%	433
2018 Q1	$9.58M	Buy	65,000 +56,700	+683%	+$8.95M	0.2%	120
2017 Q4	$1.31M	Buy	+8,300	New	+$1.15M	0.03%	368
2017 Q1	–	Sell	-107,500	Closed	-$9.97M	–	800
2016 Q4	$9.97M	Buy	107,500 +100,900	+1,529%	+$9.14M	0.21%	106
2016 Q3	$586K	Buy	+6,600	New	+$540K	0.01%	350
2016 Q2	–	Sell	-4,900	Closed	-$375K	–	359
2016 Q1	$375K	Buy	+4,900	New	+$329K	0.02%	152

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

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.