Occudo Quantitative Strategies’s Caterpillar CAT Stock Holding History

Occudo Quantitative 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	$2.05M	Buy	+2,304	New	+$1.6M	0.11%	255
2025 Q2	–	Sell	-671	Closed	-$221K	–	656
2025 Q1	$221K	Sell	671 -5,955	-90%	-$2.12M	0.03%	539
2024 Q4	$2.4M	Buy	+6,626	New	+$2.57M	0.43%	52
2024 Q3	–	Sell	-9,014	Closed	-$3M	–	733
2024 Q2	$3M	Buy	9,014 +8,021	+808%	+$2.78M	0.53%	33
2024 Q1	$364K	Sell	993 -10,581	-91%	-$3.38M	0.06%	407
2023 Q4	$3.42M	Buy	+11,574	New	+$3M	0.46%	45
2023 Q2	–	Sell	-14,471	Closed	-$3.31M	–	1038
2023 Q1	$3.31M	Buy	+14,471	New	+$3.5M	0.3%	87
2022 Q4	–	Sell	-14,069	Closed	-$2.31M	–	1002
2022 Q3	$2.31M	Buy	+14,069	New	+$2.57M	0.18%	156
2022 Q1	–	Sell	-3,739	Closed	-$773K	–	1145
2021 Q4	$773K	Sell	3,739 -10,086	-73%	-$2.03M	0.07%	454
2021 Q3	$2.65M	Buy	13,825 +11,240	+435%	+$2.34M	0.32%	48
2021 Q2	$563K	Buy	+2,585	New	+$597K	0.09%	389
2021 Q1	–	Sell	-1,491	Closed	-$271K	–	767
2020 Q4	$271K	Buy	+1,491	New	+$253K	0.09%	451

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

Occudo Quantitative Strategies's CAT Position: Q1 2026 in Review

Occudo Quantitative Strategies opened a new position in Caterpillar (CAT) in Q1 2026: 2,304 shares worth $2.05M. The stake represents 0.11% of the portfolio and ranks #255 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in CAT as recently as Q1 2025.

Occudo Quantitative Strategies first reported a position in CAT in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.42M in Q4 2023. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Occudo Quantitative Strategies held 2,304 shares of Caterpillar worth $2.05M as of Q1 2026.
Caterpillar was a new Occudo Quantitative Strategies position in Q1 2026.
Caterpillar made up 0.11% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #255 holding.
Occudo Quantitative Strategies first reported a position in Caterpillar in Q4 2020 and has held it in 12 quarters since.
Occudo Quantitative Strategies's Caterpillar position peaked at $3.42M in Q4 2023.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.