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iSAM Funds (UK)’s Caterpillar CAT Stock Holding History

iSAM Funds (UK)’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 		$332K Sell
468
-2,358
-83% -$1.63M 0.16% 188
2025
Q4 		$1.62M Buy
+2,826
New +$1.57M 0.58% 49
2025
Q3 		– Sell
-2,619
Closed -$1.02M – 632
2025
Q2 		$1.02M Buy
+2,619
New +$873K 0.22% 154
2023
Q4 		– Sell
-1,516
Closed -$414K – 221
2023
Q3 		$414K Sell
1,516
-101
-6% -$27.4K 0.26% 127
2023
Q2 		$398K Buy
+1,617
New +$361K 0.36% 111

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

iSAM Funds (UK)'s CAT Position: Q1 2026 in Review

iSAM Funds (UK) reduced its Caterpillar (CAT) stake by 83% in Q1 2026, selling an estimated $1.63M and leaving 468 shares worth $332K. The position accounts for 0.16% of the portfolio, ranked #188.

iSAM Funds (UK) first reported a position in CAT in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.62M in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • iSAM Funds (UK) held 468 shares of Caterpillar worth $332K as of Q1 2026.
  • iSAM Funds (UK) sold 2,358 Caterpillar shares in Q1 2026, an estimated $1.63M.
  • Caterpillar made up 0.16% of iSAM Funds (UK)'s portfolio in Q1 2026, its #188 holding.
  • iSAM Funds (UK) first reported a position in Caterpillar in Q2 2023 and has held it in 5 quarters since.
  • iSAM Funds (UK)'s Caterpillar position peaked at $1.62M in Q4 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.