Menora Mivtachim Holdings’s Caterpillar CAT Stock Holding History

Menora Mivtachim Holdings’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	$147M	Hold	207,500	–	–	0.7%	42
2025 Q4	$119M	Hold	207,500	–	–	0.56%	53
2025 Q3	$99M	Sell	207,500 -72,500	-26%	-$31M	0.5%	55
2025 Q2	$109M	Sell	280,000 -63,217	-18%	-$21.1M	0.63%	49
2025 Q1	$113M	Hold	343,217	–	–	0.73%	47
2024 Q4	$125M	Sell	343,217 -70,783	-17%	-$27.5M	0.78%	42
2024 Q3	$162M	Buy	+414,000	New	+$143M	1.02%	37
2024 Q1	–	Sell	-3,382	Closed	-$1,000K	–	90
2023 Q4	$1,000K	Buy	+3,382	New	+$877K	0.01%	76
2019 Q3	–	Sell	-305,135	Closed	-$41.6M	–	64
2019 Q2	$41.6M	Hold	305,135	–	–	1.13%	43
2019 Q1	$41.3M	Hold	305,135	–	–	1.11%	40
2018 Q4	$38.8M	Buy	305,135 +57,500	+23%	+$7.48M	1.12%	39
2018 Q3	$37.8M	Hold	247,635	–	–	1.02%	43
2018 Q2	$33.6M	Buy	247,635 +146,300	+144%	+$21.9M	0.95%	41
2018 Q1	$14.9M	Buy	+101,335	New	+$16M	0.47%	72
2013 Q4	–	Sell	-71	Closed	-$6K	–	74
2013 Q3	$6K	Hold	71	–	–	﹤0.01%	105
2013 Q2	$6K	Buy	+71	New	+$6.04K	﹤0.01%	111

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Menora Mivtachim Holdings's CAT Position: Q1 2026 in Review

Menora Mivtachim Holdings held its Caterpillar (CAT) position steady in Q1 2026 at 207,500 shares worth $147M. The position accounts for 0.7% of the portfolio, ranked #42.

Menora Mivtachim Holdings first reported a position in CAT in Q2 2013 and has held it in 16 quarters since. The position peaked at $162M in Q3 2024. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Menora Mivtachim Holdings held 207,500 shares of Caterpillar worth $147M as of Q1 2026.
Menora Mivtachim Holdings left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.7% of Menora Mivtachim Holdings's portfolio in Q1 2026, its #42 holding.
Menora Mivtachim Holdings first reported a position in Caterpillar in Q2 2013 and has held it in 16 quarters since.
Menora Mivtachim Holdings's Caterpillar position peaked at $162M in Q3 2024.
3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2026, filed 14 May 2026.