Madison Asset Management’s Caterpillar CAT Stock Holding History

Madison Asset 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	$1.3M	Sell	1,223 -576	-32%	-$506K	0.02%	295
2026 Q1	$1.27M	Sell	1,799 -6,567	-78%	-$4.55M	0.02%	288
2025 Q4	$4.79M	Sell	8,366 -10,851	-56%	-$6.03M	0.06%	173
2025 Q3	$9.17M	Sell	19,217 -791	-4%	-$338K	0.1%	138
2025 Q2	$7.77M	Sell	20,008 -2,168	-10%	-$723K	0.08%	146
2025 Q1	$7.31M	Sell	22,176 -1,300	-6%	-$463K	0.08%	145
2024 Q4	$8.52M	Sell	23,476 -1,290	-5%	-$500K	0.1%	141
2024 Q3	$9.69M	Sell	24,766 -2,411	-9%	-$833K	0.11%	136
2024 Q2	$9.05M	Sell	27,177 -3,899	-13%	-$1.35M	0.11%	134
2024 Q1	$11.4M	Sell	31,076 -31,769	-51%	-$10.2M	0.14%	123
2023 Q4	$18.6M	Sell	62,845 -30,650	-33%	-$7.95M	0.25%	103
2023 Q3	$25.5M	Sell	93,495 -43,129	-32%	-$11.7M	0.37%	85
2023 Q2	$33.6M	Sell	136,624 -8,738	-6%	-$1.95M	0.49%	71
2023 Q1	$33.3M	Sell	145,362 -7,837	-5%	-$1.89M	0.51%	68
2022 Q4	$36.7M	Buy	153,199 +65,618	+75%	+$14.3M	0.58%	60
2022 Q3	$14.4M	Buy	87,581 +29,623	+51%	+$5.41M	0.24%	110
2022 Q2	$10.4M	Buy	57,958 +48,005	+482%	+$10.1M	0.16%	123
2022 Q1	$2.22M	Sell	9,953 -795	-7%	-$167K	0.03%	235
2021 Q4	$2.22M	Buy	10,748 +5	+0%	+$1.01K	0.03%	250
2021 Q3	$2.06M	Sell	10,743 -81,053	-88%	-$16.9M	0.03%	251
2021 Q2	$20M	Sell	91,796 -72,710	-44%	-$16.8M	0.27%	105
2021 Q1	$38.1M	Sell	164,506 -58,807	-26%	-$12.2M	0.53%	78
2020 Q4	$40.6M	Buy	223,313 +2,352	+1%	+$399K	0.6%	66
2020 Q3	$33M	Sell	220,961 -4,258	-2%	-$598K	0.55%	65
2020 Q2	$28.5M	Sell	225,219 -5,388	-2%	-$639K	0.5%	74
2020 Q1	$26.8M	Buy	230,607 +15,386	+7%	+$1.97M	0.55%	68
2019 Q4	$31.8M	Buy	+215,221	New	+$30M	0.49%	65

Other funds holding CAT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Madison Asset Management's CAT Position: Q2 2026 in Review

Madison Asset Management reduced its Caterpillar (CAT) stake by 32% in Q2 2026, selling an estimated $506K and leaving 1,223 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #295.

Madison Asset Management first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. The position peaked at $40.6M in Q4 2020. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Madison Asset Management held 1,223 shares of Caterpillar worth $1.3M as of Q2 2026.
Madison Asset Management sold 576 Caterpillar shares in Q2 2026, an estimated $506K.
Caterpillar made up 0.02% of Madison Asset Management's portfolio in Q2 2026, its #295 holding.
Madison Asset Management first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
Madison Asset Management's Caterpillar position peaked at $40.6M in Q4 2020.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.