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Islay Capital Management’s Caterpillar CAT Stock Holding History

Islay 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
Q1 		$6.38K Buy
9
+2
+29% +$1.39K ﹤0.01% 173
2025
Q4 		$4.01K Buy
7
+2
+40% +$1.11K ﹤0.01% 188
2025
Q3 		$2.39K Buy
5
+3
+150% +$1.28K ﹤0.01% 189
2025
Q2 		$776 Buy
+2
New +$667 ﹤0.01% 182

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

Islay Capital Management's CAT Position: Q1 2026 in Review

Islay Capital Management increased its Caterpillar (CAT) stake by 29% in Q1 2026, buying an estimated $1.39K and bringing the position to 9 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Islay Capital Management first reported a position in CAT in Q2 2025 and has held it in 4 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Islay Capital Management held 9 shares of Caterpillar worth $6.38K as of Q1 2026.
  • Islay Capital Management bought 2 Caterpillar shares in Q1 2026, an estimated $1.39K.
  • Caterpillar made up ﹤0.01% of Islay Capital Management's portfolio in Q1 2026, its #173 holding.
  • Islay Capital Management first reported a position in Caterpillar in Q2 2025 and has held it in 4 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Islay Capital Management's 13F filing for Q1 2026, filed 14 May 2026.