PCH
CAT icon

Polar Capital Holdings’s Caterpillar CAT Stock Holding History

Polar Capital Holdings’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 		$103M Buy
145,356
+27,741
+24% +$19.2M 0.37% 63
2025
Q4 		$67.4M Buy
117,615
+49,294
+72% +$27.4M 0.26% 83
2025
Q3 		$32.6M Buy
68,321
+12,485
+22% +$5.33M 0.16% 111
2025
Q2 		$21.7M Buy
55,836
+20,063
+56% +$6.69M 0.11% 136
2025
Q1 		$11.8M Buy
35,773
+4,448
+14% +$1.58M 0.07% 185
2024
Q4 		$11.4M Buy
+31,325
New +$12.1M 0.06% 189

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

Polar Capital Holdings's CAT Position: Q1 2026 in Review

Polar Capital Holdings increased its Caterpillar (CAT) stake by 24% in Q1 2026, buying an estimated $19.2M and bringing the position to 145,356 shares worth $103M. The position accounts for 0.37% of the portfolio, ranked #63.

Polar Capital Holdings first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Polar Capital Holdings held 145,356 shares of Caterpillar worth $103M as of Q1 2026.
  • Polar Capital Holdings bought 27,741 Caterpillar shares in Q1 2026, an estimated $19.2M.
  • Caterpillar made up 0.37% of Polar Capital Holdings's portfolio in Q1 2026, its #63 holding.
  • Polar Capital Holdings first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Polar Capital Holdings's 13F filing for Q1 2026, filed 15 May 2026.