SC
CAT icon

Shay Capital’s Caterpillar CAT Stock Holding History

Shay Capital’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 		– Sell
-12,900
Closed -$7.39M – 511
2025
Q4 		$7.39M Hold
12,900
– – 0.76% 28
2025
Q3 		$6.16M Buy
+12,900
New +$5.51M 0.53% 47
2024
Q1 		– Sell
-2,000
Closed -$591K – 389
2023
Q4 		$591K Buy
+2,000
New +$519K 0.12% 119

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

Shay Capital's CAT Position: Q3 2024 in Review

Shay Capital sold out of Caterpillar (CAT) in Q3 2024, closing a stake of 1,000 shares — an estimated $333K sold.

Shay Capital first reported a position in CAT in Q2 2021 and held it in 2 quarters. The position peaked at $2.68M in Q2 2021. 2,828 funds tracked by Wall St. Rank hold CAT as of Q3 2024.

  • Shay Capital reported no remaining Caterpillar position as of Q3 2024 after selling out during the quarter.
  • Shay Capital sold 1,000 Caterpillar shares in Q3 2024, an estimated $333K.
  • Shay Capital first reported a position in Caterpillar in Q2 2021 and held it in 2 quarters.
  • Shay Capital's Caterpillar position peaked at $2.68M in Q2 2021.
  • 2,828 funds tracked by Wall St. Rank held Caterpillar as of Q3 2024.

Based on Shay Capital's 13F filing for Q3 2024, filed 14 Nov 2024.