SS
CAT icon

SBI Securities’s Caterpillar CAT Stock Holding History

SBI Securities’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 		$2.76M Buy
3,900
+388
+11% +$269K 0.08% 142
2025
Q4 		$2.01M Buy
3,512
+115
+3% +$63.9K 0.05% 189
2025
Q3 		$1.62M Sell
3,397
-389
-10% -$166K 0.04% 217
2025
Q2 		$1.47M Buy
3,786
+246
+7% +$82K 0.04% 217
2025
Q1 		$1.17M Sell
3,540
-55
-2% -$19.6K 0.04% 232
2024
Q4 		$1.3M Buy
+3,595
New +$1.39M 0.04% 217

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

SBI Securities's CAT Position: Q1 2026 in Review

SBI Securities increased its Caterpillar (CAT) stake by 11% in Q1 2026, buying an estimated $269K and bringing the position to 3,900 shares worth $2.76M. The position accounts for 0.08% of the portfolio, ranked #142.

SBI Securities first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • SBI Securities held 3,900 shares of Caterpillar worth $2.76M as of Q1 2026.
  • SBI Securities bought 388 Caterpillar shares in Q1 2026, an estimated $269K.
  • Caterpillar made up 0.08% of SBI Securities's portfolio in Q1 2026, its #142 holding.
  • SBI Securities first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.