PIM
CAT icon

Plato Investment Management’s Caterpillar CAT Stock Holding History

Plato 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 		$14.7M Sell
13,863
-207
-1% -$182K 0.84% 19
2026
Q1 		$9.97M Buy
14,070
+271
+2% +$188K 0.67% 22
2025
Q4 		$7.94M Sell
13,799
-648
-4% -$360K 0.52% 36
2025
Q3 		$6.84M Buy
14,447
+679
+5% +$290K 0.46% 38
2025
Q2 		$5.33M Buy
13,768
+839
+6% +$280K 0.4% 50
2025
Q1 		$4.31M Sell
12,929
-1,665
-11% -$593K 0.36% 65
2024
Q4 		$5.31M Hold
14,594
– – 0.39% 53
2024
Q3 		$5.7M Hold
14,594
– – 0.46% 42
2024
Q2 		$4.86M Buy
14,594
+1,129
+8% +$391K 0.45% 42
2024
Q1 		$4.93M Buy
13,465
+10,660
+380% +$3.41M 0.51% 40
2023
Q4 		$829K Buy
+2,805
New +$728K 1.02% 18

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Plato Investment Management's CAT Position: Q2 2026 in Review

Plato Investment Management reduced its Caterpillar (CAT) stake by 1.5% in Q2 2026, selling an estimated $182K and leaving 13,863 shares worth $14.7M. The position accounts for 0.84% of the portfolio, ranked #19.

Plato Investment Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Plato Investment Management held 13,863 shares of Caterpillar worth $14.7M as of Q2 2026.
  • Plato Investment Management sold 207 Caterpillar shares in Q2 2026, an estimated $182K.
  • Caterpillar made up 0.84% of Plato Investment Management's portfolio in Q2 2026, its #19 holding.
  • Plato Investment Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.