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SIR Capital Management’s Caterpillar CAT Stock Holding History

SIR 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 		$2.9M Buy
+4,100
New +$2.84M 0.27% 69
2025
Q4 		– Sell
-5,600
Closed -$2.67M – 82
2025
Q3 		$2.67M Buy
+5,600
New +$2.39M 0.24% 64

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

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

SIR Capital Management opened a new position in Caterpillar (CAT) in Q1 2026: 4,100 shares worth $2.9M. The stake represents 0.27% of the portfolio and ranks #69 among its holdings. This is a return to the name: SIR Capital Management previously reported a position in CAT as recently as Q3 2025.

SIR Capital Management first reported a position in CAT in Q3 2025 and has held it in 2 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • SIR Capital Management held 4,100 shares of Caterpillar worth $2.9M as of Q1 2026.
  • Caterpillar was a new SIR Capital Management position in Q1 2026.
  • Caterpillar made up 0.27% of SIR Capital Management's portfolio in Q1 2026, its #69 holding.
  • SIR Capital Management first reported a position in Caterpillar in Q3 2025 and has held it in 2 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on SIR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.