SCM
CAT icon

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
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
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

SCS Capital Management's CAT Position: Q1 2026 in Review

SCS Capital Management reduced its Caterpillar (CAT) stake by 6.6% in Q1 2026, selling an estimated $242K and leaving 4,965 shares worth $3.52M. The position accounts for 0.04% of the portfolio, ranked #169.

SCS Capital Management first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • SCS Capital Management held 4,965 shares of Caterpillar worth $3.52M as of Q1 2026.
  • SCS Capital Management sold 349 Caterpillar shares in Q1 2026, an estimated $242K.
  • Caterpillar made up 0.04% of SCS Capital Management's portfolio in Q1 2026, its #169 holding.
  • SCS Capital Management first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.