Solstein Capital’s Caterpillar CAT Stock Holding History

Solstein 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	$3.03M	Sell	4,274 -50	-1%	-$34.6K	1.24%	19
2025 Q4	$2.48M	Hold	4,324	–	–	0.99%	24
2025 Q3	$2.06M	Hold	4,324	–	–	0.47%	26
2025 Q2	$1.68M	Buy	4,324 +110	+3%	+$36.7K	0.86%	25
2025 Q1	$1.39M	Hold	4,214	–	–	0.81%	33
2024 Q4	$1.53M	Hold	4,214	–	–	0.85%	32
2024 Q3	$1.65M	Hold	4,214	–	–	0.87%	29
2024 Q2	$1.4M	Hold	4,214	–	–	0.92%	29
2024 Q1	$1.54M	Hold	4,214	–	–	1.07%	25
2023 Q4	$1.25M	Hold	4,214	–	–	0.92%	25
2023 Q3	$1.15M	Hold	4,214	–	–	0.99%	30
2023 Q2	$1.04M	Hold	4,214	–	–	0.86%	33
2023 Q1	$964K	Hold	4,214	–	–	0.84%	34
2022 Q4	$1.01M	Sell	4,214 -55	-1%	-$12K	0.84%	30
2022 Q3	$700K	Hold	4,269	–	–	0.62%	38
2022 Q2	$763K	Hold	4,269	–	–	0.58%	43
2022 Q1	$951K	Hold	4,269	–	–	0.63%	44
2021 Q4	$883K	Buy	4,269 +195	+5%	+$39.3K	0.53%	52
2021 Q3	$782K	Buy	4,074 +1,000	+33%	+$208K	0.45%	62
2021 Q2	$669K	Buy	3,074 +1,034	+51%	+$239K	0.82%	31
2021 Q1	$473K	Hold	2,040	–	–	0.64%	48
2020 Q4	$378	Buy	2,040 +750	+58%	+$127K	0.16%	52
2020 Q3	$192K	Buy	+1,290	New	+$181K	0.43%	59
2020 Q1	–	Sell	-106	Closed	-$16K	–	280
2019 Q4	$16K	Buy	+106	New	+$14.8K	0.03%	212

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Solstein Capital's CAT Position: Q1 2026 in Review

Solstein Capital reduced its Caterpillar (CAT) stake by 1.2% in Q1 2026, selling an estimated $34.6K and leaving 4,274 shares worth $3.03M. The position accounts for 1.24% of the portfolio, ranked #19.

Solstein Capital first reported a position in CAT in Q4 2019 and has held it in 24 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Solstein Capital held 4,274 shares of Caterpillar worth $3.03M as of Q1 2026.
Solstein Capital sold 50 Caterpillar shares in Q1 2026, an estimated $34.6K.
Caterpillar made up 1.24% of Solstein Capital's portfolio in Q1 2026, its #19 holding.
Solstein Capital first reported a position in Caterpillar in Q4 2019 and has held it in 24 quarters since.
3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Solstein Capital's 13F filing for Q1 2026, filed 14 May 2026.