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Picton Mahoney Asset Management’s Caterpillar CAT Stock Holding History

Picton Mahoney Asset 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
2024
Q1 		– Sell
-135,000
Closed -$2K – 396
2023
Q4 		$2K Sell
135,000
-145,000
-52% -$37.6M ﹤0.01% 421
2023
Q3 		$4K Buy
280,000
+112,000
+67% +$30.4M ﹤0.01% 392
2023
Q2 		$1K Buy
+168,000
New +$37.5M ﹤0.01% 421

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 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

Picton Mahoney Asset Management's CAT Position: Q1 2026 in Review

Picton Mahoney Asset Management opened a new position in Caterpillar (CAT) in Q1 2026: 15,803 shares worth $11.2M. The stake represents 0.08% of the portfolio and ranks #215 among its holdings. This is a return to the name: Picton Mahoney Asset Management previously reported a position in CAT as recently as Q3 2013.

Picton Mahoney Asset Management first reported a position in CAT in Q2 2013 and has held it in 3 quarters since. 3,744 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Picton Mahoney Asset Management held 15,803 shares of Caterpillar worth $11.2M as of Q1 2026.
  • Caterpillar was a new Picton Mahoney Asset Management position in Q1 2026.
  • Caterpillar made up 0.08% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #215 holding.
  • Picton Mahoney Asset Management first reported a position in Caterpillar in Q2 2013 and has held it in 3 quarters since.
  • 3,744 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.