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Siemens Fonds Invest’s Caterpillar CAT Stock Holding History

Siemens Fonds Invest’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 		$10.9M Sell
15,425
-509
-3% -$353K 0.63% 25
2025
Q4 		$9.2M Sell
15,934
-165
-1% -$91.7K 0.49% 31
2025
Q3 		$7.68M Sell
16,099
-604
-4% -$258K 0.42% 47
2025
Q2 		$6.48M Buy
16,703
+559
+3% +$186K 0.38% 54
2025
Q1 		$5.32M Buy
16,144
+225
+1% +$80.1K 0.37% 62
2024
Q4 		$5.78M Buy
15,919
+254
+2% +$98.5K 0.39% 54
2024
Q3 		$6.13M Sell
15,665
-162
-1% -$55.9K 0.49% 43
2024
Q2 		$5.27M Sell
15,827
-140
-0.9% -$48.5K 0.39% 60
2024
Q1 		$5.85M Sell
15,967
-650
-4% -$208K 0.45% 52
2023
Q4 		$4.91M Buy
16,617
+855
+5% +$222K 0.4% 63
2023
Q3 		$4.3M Hold
15,762
– – 0.44% 55
2023
Q2 		$3.86M Hold
15,762
– – 0.38% 73
2023
Q1 		$3.61M Sell
15,762
-59
-0.4% -$14.3K 0.38% 79
2022
Q4 		$3.79M Sell
15,821
-1,166
-7% -$254K 0.38% 73
2022
Q3 		$2.79M Sell
16,987
-630
-4% -$115K 0.32% 90
2022
Q2 		$3.15M Sell
17,617
-251
-1% -$52.9K 0.33% 83
2022
Q1 		$3.98M Sell
17,868
-121
-0.7% -$25.4K 0.32% 77
2021
Q4 		$3.71M Buy
17,989
+130
+0.7% +$26.2K 0.24% 95
2021
Q3 		$3.43M Buy
17,859
+1,035
+6% +$216K 0.23% 94
2021
Q2 		$3.66M Buy
16,824
+535
+3% +$124K 0.44% 71
2021
Q1 		$3.78M Buy
16,289
+843
+5% +$175K 0.37% 85
2020
Q4 		$2.78M Buy
+15,446
New +$2.62M 0.29% 109

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

Siemens Fonds Invest's CAT Position: Q1 2026 in Review

Siemens Fonds Invest reduced its Caterpillar (CAT) stake by 3.2% in Q1 2026, selling an estimated $353K and leaving 15,425 shares worth $10.9M. The position accounts for 0.63% of the portfolio, ranked #25.

Siemens Fonds Invest first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Siemens Fonds Invest held 15,425 shares of Caterpillar worth $10.9M as of Q1 2026.
  • Siemens Fonds Invest sold 509 Caterpillar shares in Q1 2026, an estimated $353K.
  • Caterpillar made up 0.63% of Siemens Fonds Invest's portfolio in Q1 2026, its #25 holding.
  • Siemens Fonds Invest first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.