QI
CAT icon

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
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 $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

Qtron Investments's CAT Position: Q1 2026 in Review

Qtron Investments increased its Caterpillar (CAT) stake by 7.3% in Q1 2026, buying an estimated $271K and bringing the position to 5,757 shares worth $4.08M. The position accounts for 0.55% of the portfolio, ranked #26.

Qtron Investments first reported a position in CAT in Q2 2020 and has held it in 20 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Qtron Investments held 5,757 shares of Caterpillar worth $4.08M as of Q1 2026.
  • Qtron Investments bought 391 Caterpillar shares in Q1 2026, an estimated $271K.
  • Caterpillar made up 0.55% of Qtron Investments's portfolio in Q1 2026, its #26 holding.
  • Qtron Investments first reported a position in Caterpillar in Q2 2020 and has held it in 20 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Qtron Investments's 13F filing for Q1 2026, filed 15 May 2026.