MCS
CAT icon

Mercuria Capital Strategies’s Caterpillar CAT Stock Holding History

Mercuria Capital Strategies’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
-9,410
Closed -$5.39M – 33
2025
Q4 		$5.39M Sell
9,410
-5,080
-35% -$2.82M 3.06% 9
2025
Q3 		$6.91M Buy
+14,490
New +$6.19M 9.11% 4

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

Mercuria Capital Strategies's CAT Position: Q1 2026 in Review

Mercuria Capital Strategies sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 9,410 shares — an estimated $5.39M sold.

Mercuria Capital Strategies first reported a position in CAT in Q3 2025 and held it in 2 quarters. The position peaked at $6.91M in Q3 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Mercuria Capital Strategies reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Mercuria Capital Strategies sold 9,410 Caterpillar shares in Q1 2026, an estimated $5.39M.
  • Mercuria Capital Strategies first reported a position in Caterpillar in Q3 2025 and held it in 2 quarters.
  • Mercuria Capital Strategies's Caterpillar position peaked at $6.91M in Q3 2025.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Mercuria Capital Strategies's 13F filing for Q1 2026, filed 6 May 2026.