May Hill Capital
CAT icon

May Hill Capital’s Caterpillar CAT Stock Holding History

May Hill Capital’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
Q3 		$1.01M Buy
1,240
+199
+19% +$169K 0.2% 81
2026
Q2 		$1.11M Buy
1,041
+74
+8% +$65K 0.23% 72
2026
Q1 		$685K Buy
967
+55
+6% +$38.1K 0.17% 87
2025
Q4 		$522K Buy
912
+62
+7% +$34.5K 0.14% 104
2025
Q3 		$406K Buy
850
+41
+5% +$17.5K 0.12% 116
2025
Q2 		$314K Buy
809
+131
+19% +$43.7K 0.1% 135
2025
Q1 		$224K Sell
678
-71
-9% -$25.3K 0.08% 159
2024
Q4 		$272K Buy
+749
New +$290K 0.11% 128

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

May Hill Capital's CAT Position: Q3 2026 in Review

May Hill Capital increased its Caterpillar (CAT) stake by 19% in Q3 2026, buying an estimated $169K and bringing the position to 1,240 shares worth $1.01M. The position accounts for 0.2% of the portfolio, ranked #81.

May Hill Capital first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • May Hill Capital held 1,240 shares of Caterpillar worth $1.01M as of Q3 2026.
  • May Hill Capital bought 199 Caterpillar shares in Q3 2026, an estimated $169K.
  • Caterpillar made up 0.2% of May Hill Capital's portfolio in Q3 2026, its #81 holding.
  • May Hill Capital first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
  • May Hill Capital's Caterpillar position peaked at $1.11M in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on May Hill Capital's 13F filing for Q3 2026, filed 3 Nov 2026.