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 Q2	$178M	Buy	167,175 +21,819	+15%	+$19.2M	0.42%	55
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 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

Polar Capital Holdings's CAT Position: Q2 2026 in Review

Polar Capital Holdings increased its Caterpillar (CAT) stake by 15% in Q2 2026, buying an estimated $19.2M and bringing the position to 167,175 shares worth $178M. The position accounts for 0.42% of the portfolio, ranked #55.

Polar Capital Holdings first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Polar Capital Holdings held 167,175 shares of Caterpillar worth $178M as of Q2 2026.
Polar Capital Holdings bought 21,819 Caterpillar shares in Q2 2026, an estimated $19.2M.
Caterpillar made up 0.42% of Polar Capital Holdings's portfolio in Q2 2026, its #55 holding.
Polar Capital Holdings first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.