MAM
CAT icon

Martingale Asset Management’s Caterpillar CAT Stock Holding History

Martingale 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
Q1 		– Sell
-815
Closed -$467K – 807
2025
Q4 		$467K Sell
815
-439
-35% -$244K 0.01% 620
2025
Q3 		$598K Sell
1,254
-1,843
-60% -$787K 0.02% 585
2025
Q2 		$1.2M Sell
3,097
-2,060
-40% -$687K 0.03% 424
2025
Q1 		$1.7M Sell
5,157
-976
-16% -$348K 0.04% 338
2024
Q4 		$2.22M Sell
6,133
-2,430
-28% -$942K 0.05% 296
2024
Q3 		$3.35M Buy
8,563
+4,273
+100% +$1.48M 0.08% 200
2024
Q2 		$1.43M Buy
4,290
+1,310
+44% +$454K 0.03% 374
2024
Q1 		$1.09M Sell
2,980
-780
-21% -$249K 0.02% 451
2023
Q4 		$1.11M Buy
3,760
+2,697
+254% +$700K 0.02% 431
2023
Q3 		$290K Buy
1,063
+83
+8% +$22.5K 0.01% 691
2023
Q2 		$241K Buy
980
+12
+1% +$2.68K ﹤0.01% 737
2023
Q1 		$222K Sell
968
-47
-5% -$11.4K ﹤0.01% 763
2022
Q4 		$243K Buy
+1,015
New +$221K ﹤0.01% 758
2015
Q1 		– Sell
-101,233
Closed -$9.27M – 866
2014
Q4 		$9.27M Buy
101,233
+88,720
+709% +$8.64M 0.26% 121
2014
Q3 		$1.24M Sell
12,513
-4,402
-26% -$467K 0.04% 405
2014
Q2 		$1.84M Buy
+16,915
New +$1.78M 0.06% 334

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

Martingale Asset Management's CAT Position: Q1 2026 in Review

Martingale Asset Management sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 815 shares — an estimated $467K sold.

Martingale Asset Management first reported a position in CAT in Q2 2014 and held it in 16 quarters. The position peaked at $9.27M in Q4 2014. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Martingale Asset Management reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Martingale Asset Management sold 815 Caterpillar shares in Q1 2026, an estimated $467K.
  • Martingale Asset Management first reported a position in Caterpillar in Q2 2014 and held it in 16 quarters.
  • Martingale Asset Management's Caterpillar position peaked at $9.27M in Q4 2014.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.