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Interchange Capital Partners’s Caterpillar CAT Stock Holding History

Interchange Capital Partners’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 		$1.55M Buy
1,455
+247
+20% +$217K 0.29% 79
2026
Q1 		$441K Sell
1,208
-1,137
-48% -$787K 0.14% 157
2025
Q4 		$1.34M Buy
2,345
+754
+47% +$419K 0.25% 83
2025
Q3 		$759K Buy
1,591
+275
+21% +$117K 0.15% 125
2025
Q2 		$511K Sell
1,316
-38
-3% -$12.7K 0.12% 149
2025
Q1 		$446K Buy
1,354
+217
+19% +$77.3K 0.13% 151
2024
Q4 		$413K Buy
1,137
+127
+13% +$49.3K 0.15% 149
2024
Q3 		$395K Buy
1,010
+77
+8% +$26.6K 0.14% 166
2024
Q2 		$311K Buy
933
+296
+46% +$103K 0.11% 185
2024
Q1 		$238K Buy
+637
New +$204K 0.16% 143
2021
Q1 		– Sell
-845
Closed -$153K – 357
2020
Q4 		$153K Buy
+845
New +$143K 0.08% 246

Other funds holding CAT

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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

Interchange Capital Partners's CAT Position: Q2 2026 in Review

Interchange Capital Partners increased its Caterpillar (CAT) stake by 20% in Q2 2026, buying an estimated $217K and bringing the position to 1,455 shares worth $1.55M. The position accounts for 0.29% of the portfolio, ranked #79.

Interchange Capital Partners first reported a position in CAT in Q4 2020 and has held it in 11 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Interchange Capital Partners held 1,455 shares of Caterpillar worth $1.55M as of Q2 2026.
  • Interchange Capital Partners bought 247 Caterpillar shares in Q2 2026, an estimated $217K.
  • Caterpillar made up 0.29% of Interchange Capital Partners's portfolio in Q2 2026, its #79 holding.
  • Interchange Capital Partners first reported a position in Caterpillar in Q4 2020 and has held it in 11 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.