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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
Q2 		$852K Buy
800
+332
+71% +$292K 0.6% 51
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 $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

iSAM Funds (UK)'s CAT Position: Q2 2026 in Review

iSAM Funds (UK) increased its Caterpillar (CAT) stake by 71% in Q2 2026, buying an estimated $292K and bringing the position to 800 shares worth $852K. The position accounts for 0.6% of the portfolio, ranked #51.

iSAM Funds (UK) first reported a position in CAT in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.62M in Q4 2025. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • iSAM Funds (UK) held 800 shares of Caterpillar worth $852K as of Q2 2026.
  • iSAM Funds (UK) bought 332 Caterpillar shares in Q2 2026, an estimated $292K.
  • Caterpillar made up 0.6% of iSAM Funds (UK)'s portfolio in Q2 2026, its #51 holding.
  • iSAM Funds (UK) first reported a position in Caterpillar in Q2 2023 and has held it in 6 quarters since.
  • iSAM Funds (UK)'s Caterpillar position peaked at $1.62M in Q4 2025.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.