Qube Research & Technologies (QRT)’s Caterpillar CAT Stock Holding History

Qube Research & Technologies (QRT)’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	$41.7M	Sell	58,900 -43,300	-42%	-$30M	0.05%	502
2025 Q4	$58.5M	Buy	102,200 +16,500	+19%	+$9.17M	0.06%	424
2025 Q3	$40.9M	Sell	85,700 -47,300	-36%	-$20.2M	0.04%	550
2025 Q2	$51.6M	Sell	133,000 -210,600	-61%	-$70.2M	0.05%	451
2025 Q1	$113M	Buy	343,600 +300,400	+695%	+$107M	0.13%	194
2024 Q4	$15.7M	Buy	43,200 +8,500	+24%	+$3.3M	0.02%	832
2024 Q3	$13.6M	Sell	34,700 -27,900	-45%	-$9.64M	0.02%	850
2024 Q2	$20.9M	Buy	62,600 +49,800	+389%	+$17.3M	0.03%	592
2024 Q1	$4.69M	Buy	+12,800	New	+$4.09M	0.01%	1272
2023 Q4	–	Sell	-2,300	Closed	-$628K	–	4368
2023 Q3	$628K	Buy	+2,300	New	+$624K	﹤0.01%	1924

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Qube Research & Technologies (QRT)'s CAT Position: Q1 2026 in Review

Qube Research & Technologies (QRT) opened a new position in Caterpillar (CAT) in Q1 2026: 87,621 shares worth $62.1M. The stake represents 0.07% of the portfolio and ranks #351 among its holdings. This is a return to the name: Qube Research & Technologies (QRT) previously reported a position in CAT as recently as Q2 2025.

Qube Research & Technologies (QRT) first reported a position in CAT in Q1 2018 and has held it in 24 quarters since. The position peaked at $221M in Q1 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Qube Research & Technologies (QRT) held 87,621 shares of Caterpillar worth $62.1M as of Q1 2026.
Caterpillar was a new Qube Research & Technologies (QRT) position in Q1 2026.
Caterpillar made up 0.07% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #351 holding.
Qube Research & Technologies (QRT) first reported a position in Caterpillar in Q1 2018 and has held it in 24 quarters since.
Qube Research & Technologies (QRT)'s Caterpillar position peaked at $221M in Q1 2025.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.