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CAT icon

InceptionR’s Caterpillar CAT Stock Holding History

InceptionR’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 		$1.89M Buy
2,672
+2,136
+399% +$1.48M 0.46% 26
2025
Q4 		$307K Sell
536
-1,265
-70% -$703K 0.09% 424
2025
Q3 		$859K Buy
+1,801
New +$769K 0.21% 166
2023
Q4 		– Sell
-1,025
Closed -$280K – 369
2023
Q3 		$280K Buy
+1,025
New +$278K 0.16% 275

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

InceptionR's CAT Position: Q1 2026 in Review

InceptionR increased its Caterpillar (CAT) stake by 399% in Q1 2026, buying an estimated $1.48M and bringing the position to 2,672 shares worth $1.89M. The position accounts for 0.46% of the portfolio, ranked #26.

InceptionR first reported a position in CAT in Q3 2023 and has held it in 4 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • InceptionR held 2,672 shares of Caterpillar worth $1.89M as of Q1 2026.
  • InceptionR bought 2,136 Caterpillar shares in Q1 2026, an estimated $1.48M.
  • Caterpillar made up 0.46% of InceptionR's portfolio in Q1 2026, its #26 holding.
  • InceptionR first reported a position in Caterpillar in Q3 2023 and has held it in 4 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.