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Regatta Capital Group’s Caterpillar CAT Stock Holding History

Regatta Capital Group’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 		$1.11M Sell
1,041
-85
-8% -$74.7K 0.15% 88
2026
Q1 		$798K Buy
1,126
+8
+0.7% +$5.54K 0.12% 108
2025
Q4 		$640K Sell
1,118
-10
-0.9% -$5.56K 0.1% 123
2025
Q3 		$538K Sell
1,128
-82
-7% -$35K 0.09% 137
2025
Q2 		$470K Sell
1,210
-9
-0.7% -$3K 0.08% 145
2025
Q1 		$402K Buy
1,219
+1
+0.1% +$356 0.08% 138
2024
Q4 		$442K Sell
1,218
-41
-3% -$15.9K 0.09% 124
2024
Q3 		$492K Buy
1,259
+6
+0.5% +$2.07K 0.1% 126
2024
Q2 		$417K Buy
1,253
+57
+5% +$19.8K 0.09% 131
2024
Q1 		$438K Buy
1,196
+24
+2% +$7.67K 0.1% 127
2023
Q4 		$347K Hold
1,172
– – 0.09% 133
2023
Q3 		$320K Hold
1,172
– – 0.1% 131
2023
Q2 		$288K Sell
1,172
-230
-16% -$51.3K 0.09% 139
2023
Q1 		$336K Hold
1,402
– – 0.12% 135
2022
Q4 		$336K Buy
1,402
+107
+8% +$23.3K 0.12% 135
2022
Q3 		$231K Hold
1,295
– – 0.09% 150
2022
Q2 		$231K Buy
1,295
+13
+1% +$2.74K 0.11% 139
2022
Q1 		$286K Sell
1,282
-299
-19% -$62.7K 0.1% 145
2021
Q4 		$327K Buy
+1,581
New +$318K 0.11% 140

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

Regatta Capital Group's CAT Position: Q2 2026 in Review

Regatta Capital Group reduced its Caterpillar (CAT) stake by 7.5% in Q2 2026, selling an estimated $74.7K and leaving 1,041 shares worth $1.11M. The position accounts for 0.15% of the portfolio, ranked #88.

Regatta Capital Group first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Regatta Capital Group held 1,041 shares of Caterpillar worth $1.11M as of Q2 2026.
  • Regatta Capital Group sold 85 Caterpillar shares in Q2 2026, an estimated $74.7K.
  • Caterpillar made up 0.15% of Regatta Capital Group's portfolio in Q2 2026, its #88 holding.
  • Regatta Capital Group first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.