QCM
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QRG Capital Management’s Caterpillar CAT Stock Holding History

QRG Capital 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 		$115M Buy
108,049
+12,132
+13% +$10.7M 0.95% 16
2026
Q1 		$68M Buy
95,917
+4,313
+5% +$2.99M 0.7% 20
2025
Q4 		$52.5M Buy
91,604
+10,697
+13% +$5.95M 0.58% 26
2025
Q3 		$38.6M Sell
80,907
-28,141
-26% -$12M 0.47% 35
2025
Q2 		$42.3M Sell
109,048
-13,503
-11% -$4.5M 0.37% 51
2025
Q1 		$40.4M Sell
122,551
-2,636
-2% -$939K 0.42% 43
2024
Q4 		$45.4M Buy
125,187
+4,247
+4% +$1.65M 0.47% 34
2024
Q3 		$47.3M Buy
120,940
+7,657
+7% +$2.64M 0.51% 34
2024
Q2 		$37.7M Buy
113,283
+13,729
+14% +$4.76M 0.45% 44
2024
Q1 		$36.5M Buy
99,554
+8,548
+9% +$2.73M 0.46% 47
2023
Q4 		$26.9M Buy
91,006
+2,182
+2% +$566K 0.4% 53
2023
Q3 		$24.2M Buy
+88,824
New +$24.1M 0.42% 50

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

QRG Capital Management's CAT Position: Q2 2026 in Review

QRG Capital Management increased its Caterpillar (CAT) stake by 13% in Q2 2026, buying an estimated $10.7M and bringing the position to 108,049 shares worth $115M. The position accounts for 0.95% of the portfolio, ranked #16.

QRG Capital Management first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • QRG Capital Management held 108,049 shares of Caterpillar worth $115M as of Q2 2026.
  • QRG Capital Management bought 12,132 Caterpillar shares in Q2 2026, an estimated $10.7M.
  • Caterpillar made up 0.95% of QRG Capital Management's portfolio in Q2 2026, its #16 holding.
  • QRG Capital Management first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.