Requisite Capital Management’s Caterpillar CAT Stock Holding History

Requisite Capital 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 Q2	$1.04M	Buy	972 +86	+10%	+$75.5K	0.17%	38
2026 Q1	$627K	Hold	886	–	–	0.12%	54
2025 Q4	$507K	Buy	+886	New	+$492K	0.1%	62
2025 Q3	–	Sell	-880	Closed	-$342K	–	365
2025 Q2	$342K	Buy	880 +3	+0.3%	+$1K	0.07%	64
2025 Q1	$289K	Sell	877 -7	-0.8%	-$2.49K	0.07%	65
2024 Q4	$321K	Buy	+884	New	+$343K	0.07%	75
2024 Q3	–	Sell	-866	Closed	-$289K	–	82
2024 Q2	$289K	Buy	866 +3	+0.3%	+$1.04K	0.07%	67
2024 Q1	$316K	Buy	863 +3	+0.3%	+$959	0.07%	64
2023 Q4	$254K	Buy	860 +5	+0.6%	+$1.3K	0.06%	58
2023 Q3	$234K	Buy	855 +4	+0.5%	+$1.08K	0.06%	68
2023 Q2	$209K	Buy	+851	New	+$190K	0.05%	64
2023 Q1	–	Sell	-842	Closed	-$202K	–	72
2022 Q4	$202K	Buy	+842	New	+$183K	0.06%	52
2022 Q1	–	Sell	-3,202	Closed	-$662K	–	83
2021 Q4	$662K	Buy	3,202 +750	+31%	+$151K	0.21%	44
2021 Q3	$471K	Buy	2,452 +250	+11%	+$52.1K	0.1%	55
2021 Q2	$479K	Buy	2,202 +1,000	+83%	+$231K	0.08%	52
2021 Q1	$279K	Buy	+1,202	New	+$249K	0.07%	61

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Requisite Capital Management's CAT Position: Q2 2026 in Review

Requisite Capital Management increased its Caterpillar (CAT) stake by 9.7% in Q2 2026, buying an estimated $75.5K and bringing the position to 972 shares worth $1.04M. The position accounts for 0.17% of the portfolio, ranked #38.

Requisite Capital Management first reported a position in CAT in Q1 2021 and has held it in 16 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Requisite Capital Management held 972 shares of Caterpillar worth $1.04M as of Q2 2026.
Requisite Capital Management bought 86 Caterpillar shares in Q2 2026, an estimated $75.5K.
Caterpillar made up 0.17% of Requisite Capital Management's portfolio in Q2 2026, its #38 holding.
Requisite Capital Management first reported a position in Caterpillar in Q1 2021 and has held it in 16 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Requisite Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.