QI
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Qtron Investments’s Caterpillar CAT Stock Holding History

Qtron Investments’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 		$5.27M Sell
4,951
-806
-14% -$708K 0.7% 22
2026
Q1 		$4.08M Buy
5,757
+391
+7% +$271K 0.55% 26
2025
Q4 		$3.07M Sell
5,366
-559
-9% -$311K 0.4% 38
2025
Q3 		$2.83M Sell
5,925
-882
-13% -$377K 0.35% 45
2025
Q2 		$2.64M Sell
6,807
-1,409
-17% -$470K 0.34% 45
2025
Q1 		$2.71M Sell
8,216
-371
-4% -$132K 0.41% 38
2024
Q4 		$3.12M Hold
8,587
– – 0.44% 32
2024
Q3 		$3.36M Buy
8,587
+452
+6% +$156K 0.46% 35
2024
Q2 		$2.71M Sell
8,135
-818
-9% -$284K 0.39% 40
2024
Q1 		$3.28M Buy
8,953
+1,582
+21% +$506K 0.46% 39
2023
Q4 		$2.18M Sell
7,371
-260
-3% -$67.4K 0.36% 53
2023
Q3 		$2.08M Buy
7,631
+1,276
+20% +$346K 0.4% 51
2023
Q2 		$1.56M Sell
6,355
-586
-8% -$131K 0.3% 72
2023
Q1 		$1.59M Buy
6,941
+810
+13% +$196K 0.33% 66
2022
Q4 		$1.47M Buy
6,131
+668
+12% +$145K 0.31% 80
2022
Q3 		$896K Hold
5,463
– – 0.22% 117
2022
Q2 		$977K Buy
+5,463
New +$1.15M 0.21% 122
2021
Q2 		– Sell
-4,148
Closed -$962K – 350
2021
Q1 		$962K Hold
4,148
– – 0.27% 89
2020
Q4 		$755K Buy
4,148
+1,252
+43% +$212K 0.2% 115
2020
Q3 		$432K Buy
2,896
+853
+42% +$120K 0.15% 163
2020
Q2 		$258K Buy
+2,043
New +$242K 0.1% 221

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

Qtron Investments's CAT Position: Q2 2026 in Review

Qtron Investments reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $708K and leaving 4,951 shares worth $5.27M. The position accounts for 0.7% of the portfolio, ranked #22.

Qtron Investments first reported a position in CAT in Q2 2020 and has held it in 21 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Qtron Investments held 4,951 shares of Caterpillar worth $5.27M as of Q2 2026.
  • Qtron Investments sold 806 Caterpillar shares in Q2 2026, an estimated $708K.
  • Caterpillar made up 0.7% of Qtron Investments's portfolio in Q2 2026, its #22 holding.
  • Qtron Investments first reported a position in Caterpillar in Q2 2020 and has held it in 21 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Qtron Investments's 13F filing for Q2 2026, filed 13 Aug 2026.