Old West Investment Management’s Caterpillar CAT Stock Holding History

Old West Investment 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 Q2	$4.75M	Hold	4,458	–	–	0.5%	65
2026 Q1	$3.16M	Hold	4,458	–	–	0.34%	73
2025 Q4	$2.55M	Hold	4,458	–	–	0.46%	51
2025 Q3	$2.13M	Hold	4,458	–	–	0.49%	48
2025 Q2	$1.73M	Hold	4,458	–	–	0.57%	41
2025 Q1	$1.47M	Buy	+4,458	New	+$1.59M	0.53%	41
2024 Q4	–	Sell	-4,458	Closed	-$1.74M	–	58
2024 Q3	$1.74M	Hold	4,458	–	–	0.67%	34
2024 Q2	$1.48M	Buy	+4,458	New	+$1.55M	0.66%	35
2023 Q2	–	Sell	-4,458	Closed	-$1.02M	–	47
2023 Q1	$1.02M	Hold	4,458	–	–	0.55%	26
2022 Q4	$1.07M	Hold	4,458	–	–	0.67%	26
2022 Q3	$731K	Sell	4,458 -200	-4%	-$36.5K	0.52%	29
2022 Q2	$832K	Buy	+4,658	New	+$982K	0.58%	27
2022 Q1	–	Sell	-4,458	Closed	-$921K	–	43
2021 Q4	$921K	Hold	4,458	–	–	0.45%	32
2021 Q3	$855K	Hold	4,458	–	–	0.22%	39
2021 Q2	$970K	Hold	4,458	–	–	0.2%	44
2021 Q1	$1.03M	Buy	4,458 +318	+8%	+$65.8K	0.22%	37
2020 Q4	$753K	Hold	4,140	–	–	0.17%	42
2020 Q3	$617K	Hold	4,140	–	–	0.14%	41
2020 Q2	$523K	Hold	4,140	–	–	0.15%	40
2020 Q1	$480K	Hold	4,140	–	–	0.36%	41
2019 Q4	$611K	Buy	+4,140	New	+$578K	0.23%	47
2018 Q2	–	Sell	-4,140	Closed	-$610K	–	78
2018 Q1	$610K	Buy	+4,140	New	+$654K	0.35%	59
2017 Q3	–	Sell	-4,140	Closed	-$444K	–	69
2017 Q2	$444K	Buy	+4,140	New	+$421K	0.24%	54
2014 Q1	–	Sell	-4,140	Closed	-$375K	–	84
2013 Q4	$375K	Buy	+4,140	New	+$353K	0.23%	78

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Old West Investment Management's CAT Position: Q2 2026 in Review

Old West Investment Management held its Caterpillar (CAT) position steady in Q2 2026 at 4,458 shares worth $4.75M. The position accounts for 0.5% of the portfolio, ranked #65.

Old West Investment Management first reported a position in CAT in Q4 2013 and has held it in 24 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Old West Investment Management held 4,458 shares of Caterpillar worth $4.75M as of Q2 2026.
Old West Investment Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.5% of Old West Investment Management's portfolio in Q2 2026, its #65 holding.
Old West Investment Management first reported a position in Caterpillar in Q4 2013 and has held it in 24 quarters since.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Old West Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.