QIM
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Quantitative Investment Management’s Caterpillar CAT Stock Holding History

Quantitative Investment 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
Q1 		$8.55M Buy
+12,072
New +$8.36M 0.89% 25
2025
Q4 		– Sell
-2,161
Closed -$1.03M – 403
2025
Q3 		$1.03M Buy
+2,161
New +$923K 0.14% 131
2024
Q4 		– Sell
-73,224
Closed -$28.6M – 338
2024
Q3 		$28.6M Buy
73,224
+54,939
+300% +$19M 2.82% 6
2024
Q2 		$6.09M Buy
+18,285
New +$6.34M 0.66% 36
2024
Q1 		– Sell
-3,458
Closed -$1.02M – 256
2023
Q4 		$1.02M Sell
3,458
-10,229
-75% -$2.65M 0.06% 249
2023
Q3 		$3.74M Buy
13,687
+2,130
+18% +$578K 0.57% 43
2023
Q2 		$2.84M Buy
+11,557
New +$2.58M 0.27% 85
2022
Q2 		– Sell
-19,463
Closed -$4.34M – 222
2022
Q1 		$4.34M Buy
19,463
+17,391
+839% +$3.65M 0.47% 25
2021
Q4 		$428K Buy
+2,072
New +$417K 0.06% 182
2020
Q4 		– Sell
-4,036
Closed -$601K – 469
2020
Q3 		$601K Sell
4,036
-7,079
-64% -$994K 0.05% 233
2020
Q2 		$1.41M Buy
+11,115
New +$1.32M 0.14% 160
2020
Q1 		– Sell
-15,675
Closed -$2.31M – 540
2019
Q4 		$2.31M Buy
+15,675
New +$2.19M 0.07% 287
2019
Q2 		– Sell
-38,500
Closed -$5.22M – 640
2019
Q1 		$5.22M Buy
+38,500
New +$5.11M 0.3% 91
2018
Q4 		– Sell
-52,700
Closed -$8.04M – 590
2018
Q3 		$8.04M Buy
+52,700
New +$7.45M 0.28% 57
2018
Q2 		– Sell
-208,500
Closed -$30.7M – 744
2018
Q1 		$30.7M Buy
+208,500
New +$32.9M 0.53% 27
2017
Q1 		– Sell
-9,400
Closed -$871K – 702
2016
Q4 		$871K Sell
9,400
-128,200
-93% -$11.6M 0.02% 632
2016
Q3 		$12.2M Buy
+137,600
New +$11.3M 0.4% 58
2014
Q2 		– Sell
-52,900
Closed -$5.26M – 477
2014
Q1 		$5.26M Sell
52,900
-56,600
-52% -$5.34M 0.25% 62
2013
Q4 		$9.94M Buy
+109,500
New +$9.35M 0.96% 12

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

Quantitative Investment Management's CAT Position: Q1 2026 in Review

Quantitative Investment Management opened a new position in Caterpillar (CAT) in Q1 2026: 12,072 shares worth $8.55M. The stake represents 0.89% of the portfolio and ranks #25 among its holdings. This is a return to the name: Quantitative Investment Management previously reported a position in CAT as recently as Q3 2025.

Quantitative Investment Management first reported a position in CAT in Q4 2013 and has held it in 19 quarters since. The position peaked at $30.7M in Q1 2018. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Quantitative Investment Management held 12,072 shares of Caterpillar worth $8.55M as of Q1 2026.
  • Caterpillar was a new Quantitative Investment Management position in Q1 2026.
  • Caterpillar made up 0.89% of Quantitative Investment Management's portfolio in Q1 2026, its #25 holding.
  • Quantitative Investment Management first reported a position in Caterpillar in Q4 2013 and has held it in 19 quarters since.
  • Quantitative Investment Management's Caterpillar position peaked at $30.7M in Q1 2018.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Quantitative Investment Management's 13F filing for Q1 2026, filed 15 May 2026.