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Inscription Capital’s Caterpillar CAT Stock Holding History

Inscription Capital’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 		$2.58M Buy
2,422
+259
+12% +$228K 0.23% 81
2026
Q1 		$1.53M Sell
2,163
-968
-31% -$670K 0.16% 103
2025
Q4 		$1.79M Buy
3,131
+1,078
+53% +$599K 0.18% 86
2025
Q3 		$979K Buy
2,053
+112
+6% +$47.8K 0.11% 195
2025
Q2 		$754K Sell
1,941
-1,791
-48% -$597K 0.11% 137
2025
Q1 		$1.37M Buy
+3,732
New +$1.33M 0.23% 78
2024
Q3 		$1.12M Sell
2,869
-306
-10% -$106K 0.17% 100
2024
Q2 		$1.06M Sell
3,175
-557
-15% -$193K 0.17% 99
2024
Q1 		$1.37M Buy
3,732
+935
+33% +$299K 0.23% 78
2023
Q4 		$827K Sell
2,797
-637
-19% -$165K 0.23% 79
2023
Q3 		$938K Sell
3,434
-3,202
-48% -$869K 0.31% 62
2023
Q2 		$1.63M Sell
6,636
-428
-6% -$95.4K 0.51% 39
2023
Q1 		$1.62M Buy
7,064
+340
+5% +$82.2K 0.43% 49
2022
Q4 		$1.61M Sell
6,724
-1,135
-14% -$247K 0.55% 42
2022
Q3 		$1.29M Sell
7,859
-1,350
-15% -$247K 0.36% 49
2022
Q2 		$1.65M Sell
9,209
-1,470
-14% -$310K 0.3% 70
2022
Q1 		$2.38M Sell
10,679
-1,145
-10% -$240K 0.68% 39
2021
Q4 		$2.44M Sell
11,824
-235
-2% -$47.3K 0.67% 39
2021
Q3 		$2.31M Sell
12,059
-7,269
-38% -$1.51M 0.73% 37
2021
Q2 		$4.21M Buy
19,328
+6,743
+54% +$1.56M 0.48% 47
2021
Q1 		$2.92M Buy
12,585
+795
+7% +$165K 1% 20
2020
Q4 		$2.15M Buy
11,790
+10,235
+658% +$1.74M 0.83% 33
2020
Q3 		$232K Buy
+1,555
New +$218K 0.1% 147

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

Inscription Capital's CAT Position: Q2 2026 in Review

Inscription Capital increased its Caterpillar (CAT) stake by 12% in Q2 2026, buying an estimated $228K and bringing the position to 2,422 shares worth $2.58M. The position accounts for 0.23% of the portfolio, ranked #81.

Inscription Capital first reported a position in CAT in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.21M in Q2 2021. 4,052 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Inscription Capital held 2,422 shares of Caterpillar worth $2.58M as of Q2 2026.
  • Inscription Capital bought 259 Caterpillar shares in Q2 2026, an estimated $228K.
  • Caterpillar made up 0.23% of Inscription Capital's portfolio in Q2 2026, its #81 holding.
  • Inscription Capital first reported a position in Caterpillar in Q3 2020 and has held it in 23 quarters since.
  • Inscription Capital's Caterpillar position peaked at $4.21M in Q2 2021.
  • 4,052 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.