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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
Q2 		– Sell
-2,672
Closed -$1.89M – 675
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

InceptionR's CAT Position: Q2 2026 in Review

InceptionR sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 2,672 shares — an estimated $1.89M sold.

InceptionR first reported a position in CAT in Q3 2023 and held it in 4 quarters. The position peaked at $1.89M in Q1 2026. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • InceptionR reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 2,672 Caterpillar shares in Q2 2026, an estimated $1.89M.
  • InceptionR first reported a position in Caterpillar in Q3 2023 and held it in 4 quarters.
  • InceptionR's Caterpillar position peaked at $1.89M in Q1 2026.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.