SIM
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SSI Investment Management’s Caterpillar CAT Stock Holding History

SSI Investment 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
Q2 		$327K Hold
307
– – 0.02% 220
2026
Q1 		$217K Buy
+307
New +$213K 0.02% 231
2024
Q3 		– Sell
-992
Closed -$330K – 271
2024
Q2 		$330K Hold
992
– – 0.03% 222
2024
Q1 		$363K Sell
992
-14
-1% -$4.47K 0.03% 219
2023
Q4 		$297K Sell
1,006
-5
-0.5% -$1.3K 0.02% 233
2023
Q3 		$276K Sell
1,011
-15
-1% -$4.07K 0.02% 219
2023
Q2 		$252K Sell
1,026
-224
-18% -$49.9K 0.02% 233
2023
Q1 		$286K Sell
1,250
-351
-22% -$84.9K 0.02% 232
2022
Q4 		$384K Hold
1,601
– – 0.02% 245
2022
Q3 		$264K Buy
1,601
+5
+0.3% +$913 0.02% 255
2022
Q2 		$286K Hold
1,596
– – 0.02% 258
2022
Q1 		$356K Buy
+1,596
New +$335K 0.02% 251
2021
Q3 		– Sell
-941
Closed -$205K – 314
2021
Q2 		$205K Sell
941
-6
-0.6% -$1.39K 0.01% 314
2021
Q1 		$219K Buy
+947
New +$196K 0.02% 292
2018
Q1 		– Sell
-1,277
Closed -$200K – 311
2017
Q4 		$200K Sell
1,277
-342
-21% -$47.4K 0.02% 302
2017
Q3 		$200K Buy
+1,619
New +$186K 0.02% 302
2014
Q1 		– Sell
-6,028
Closed -$546K – 402
2013
Q4 		$546K Hold
6,028
– – 0.05% 327
2013
Q3 		$505K Buy
+6,028
New +$510K 0.05% 307

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

SSI Investment Management's CAT Position: Q2 2026 in Review

SSI Investment Management held its Caterpillar (CAT) position steady in Q2 2026 at 307 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #220.

SSI Investment Management first reported a position in CAT in Q3 2013 and has held it in 18 quarters since. The position peaked at $546K in Q4 2013. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • SSI Investment Management held 307 shares of Caterpillar worth $327K as of Q2 2026.
  • SSI Investment Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.02% of SSI Investment Management's portfolio in Q2 2026, its #220 holding.
  • SSI Investment Management first reported a position in Caterpillar in Q3 2013 and has held it in 18 quarters since.
  • SSI Investment Management's Caterpillar position peaked at $546K in Q4 2013.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on SSI Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.