SCS Capital Management’s Caterpillar CAT Stock Holding History

SCS 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	$4.87M	Sell	4,569 -396	-8%	-$348K	0.05%	158
2026 Q1	$3.52M	Sell	4,965 -349	-7%	-$242K	0.04%	169
2025 Q4	$3.04M	Sell	5,314 -27	-0.5%	-$15K	0.03%	180
2025 Q3	$2.55M	Sell	5,341 -124	-2%	-$52.9K	0.03%	189
2025 Q2	$2.12M	Buy	5,465 +20	+0.4%	+$6.67K	0.02%	220
2025 Q1	$1.8M	Buy	+5,445	New	+$1.94M	0.02%	212

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

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

SCS Capital Management reduced its Caterpillar (CAT) stake by 8% in Q2 2026, selling an estimated $348K and leaving 4,569 shares worth $4.87M. The position accounts for 0.05% of the portfolio, ranked #158.

SCS Capital Management first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

SCS Capital Management held 4,569 shares of Caterpillar worth $4.87M as of Q2 2026.
SCS Capital Management sold 396 Caterpillar shares in Q2 2026, an estimated $348K.
Caterpillar made up 0.05% of SCS Capital Management's portfolio in Q2 2026, its #158 holding.
SCS Capital Management first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.