Intrepid Capital Management’s Caterpillar CAT Stock Holding History

Intrepid 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 Q2	$870K	Buy	817 +54	+7%	+$47.4K	0.31%	67
2026 Q1	$541K	Hold	763	–	–	0.21%	74
2025 Q4	$437K	Hold	763	–	–	0.17%	80
2025 Q3	$364K	Hold	763	–	–	0.14%	82
2025 Q2	$296K	Hold	763	–	–	0.12%	88
2025 Q1	$252K	Hold	763	–	–	0.12%	92
2024 Q4	$277K	Hold	763	–	–	0.14%	83
2024 Q3	$298K	Buy	763 +30	+4%	+$10.4K	0.17%	83
2024 Q2	$244K	Hold	733	–	–	0.16%	84
2024 Q1	$269K	Hold	733	–	–	0.17%	80
2023 Q4	$217K	Buy	733 +36	+5%	+$9.34K	0.15%	78
2023 Q3	$190K	Sell	697 -99	-12%	-$26.9K	0.13%	74
2023 Q2	$196K	Buy	+796	New	+$177K	0.14%	73

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Intrepid Capital Management's CAT Position: Q2 2026 in Review

Intrepid Capital Management increased its Caterpillar (CAT) stake by 7.1% in Q2 2026, buying an estimated $47.4K and bringing the position to 817 shares worth $870K. The position accounts for 0.31% of the portfolio, ranked #67.

Intrepid Capital Management first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Intrepid Capital Management held 817 shares of Caterpillar worth $870K as of Q2 2026.
Intrepid Capital Management bought 54 Caterpillar shares in Q2 2026, an estimated $47.4K.
Caterpillar made up 0.31% of Intrepid Capital Management's portfolio in Q2 2026, its #67 holding.
Intrepid Capital Management first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Intrepid Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.