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Studio Investment Management’s Caterpillar CAT Stock Holding History

Studio 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 		$9.34M Sell
8,767
-1,057
-11% -$929K 1.58% 12
2026
Q1 		$6.96M Sell
9,824
-506
-5% -$350K 1.25% 18
2025
Q4 		$5.92M Sell
10,330
-796
-7% -$442K 1.08% 21
2025
Q3 		$5.31M Sell
11,126
-1,613
-13% -$689K 1% 27
2025
Q2 		$4.95M Sell
12,739
-932
-7% -$311K 0.99% 25
2025
Q1 		$4.51M Sell
13,671
-1,119
-8% -$399K 0.93% 25
2024
Q4 		$5.37M Sell
14,790
-464
-3% -$180K 1.14% 22
2024
Q3 		$5.97M Sell
15,254
-315
-2% -$109K 1.25% 21
2024
Q2 		$5.19M Buy
15,569
+192
+1% +$66.6K 1.18% 21
2024
Q1 		$5.63M Sell
15,377
-776
-5% -$248K 1.34% 20
2023
Q4 		$4.78M Buy
16,153
+2,973
+23% +$771K 1.22% 23
2023
Q3 		$3.6M Buy
13,180
+255
+2% +$69.2K 1% 28
2023
Q2 		$3.18M Buy
12,925
+511
+4% +$114K 0.89% 32
2023
Q1 		$2.84M Sell
12,414
-615
-5% -$149K 0.86% 35
2022
Q4 		$3.12M Sell
13,029
-331
-2% -$72.1K 1.01% 30
2022
Q3 		$2.19M Buy
13,360
+810
+6% +$148K 0.79% 38
2022
Q2 		$2.24M Buy
12,550
+125
+1% +$26.3K 0.78% 40
2022
Q1 		$2.77M Buy
12,425
+1,880
+18% +$394K 0.91% 31
2021
Q4 		$2.18M Buy
10,545
+2,700
+34% +$544K 0.79% 47
2021
Q3 		$1.51M Buy
+7,845
New +$1.63M 0.64% 47

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

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

Studio Investment Management reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $929K and leaving 8,767 shares worth $9.34M. The position accounts for 1.58% of the portfolio, ranked #12.

Studio Investment Management first reported a position in CAT in Q3 2021 and has held it in 20 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Studio Investment Management held 8,767 shares of Caterpillar worth $9.34M as of Q2 2026.
  • Studio Investment Management sold 1,057 Caterpillar shares in Q2 2026, an estimated $929K.
  • Caterpillar made up 1.58% of Studio Investment Management's portfolio in Q2 2026, its #12 holding.
  • Studio Investment Management first reported a position in Caterpillar in Q3 2021 and has held it in 20 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.