TC
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Tacita Capital’s Caterpillar CAT Stock Holding History

Tacita 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
Q2 		$46.9K Sell
44
-6
-12% -$5.27K 0.03% 147
2026
Q1 		$35.4K Sell
50
-119
-70% -$82.4K 0.02% 153
2025
Q4 		$96.8K Buy
169
+10
+6% +$5.56K 0.06% 109
2025
Q3 		$75.9K Hold
159
– – 0.05% 116
2025
Q2 		$61.7K Hold
159
– – 0.04% 121
2025
Q1 		$52.4K Hold
159
– – 0.04% 126
2024
Q4 		$57.7K Sell
159
-100
-39% -$38.8K 0.04% 117
2024
Q3 		$101K Buy
259
+50
+24% +$17.3K 0.07% 101
2024
Q2 		$69.6K Buy
209
+34
+19% +$11.8K 0.05% 123
2024
Q1 		$64.1K Sell
175
-70
-29% -$22.4K 0.04% 134
2023
Q4 		$72.4K Sell
245
-65
-21% -$16.9K 0.05% 118
2023
Q3 		$84.6K Hold
310
– – 0.07% 109
2023
Q2 		$76K Hold
310
– – 0.06% 109
2023
Q1 		$71K Buy
310
+65
+27% +$15.7K 0.05% 109
2022
Q4 		$59K Hold
245
– – 0.04% 116
2022
Q3 		$40K Hold
245
– – 0.03% 137
2022
Q2 		$44K Hold
245
– – 0.03% 143
2022
Q1 		$55K Hold
245
– – 0.03% 138
2021
Q4 		$51K Hold
245
– – 0.03% 144
2021
Q3 		$47K Hold
245
– – 0.03% 145
2021
Q2 		$53K Hold
245
– – 0.03% 138
2021
Q1 		$57K Sell
245
-100
-29% -$20.7K 0.04% 138
2020
Q4 		$63K Buy
+345
New +$58.5K 0.04% 131

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

Tacita Capital's CAT Position: Q2 2026 in Review

Tacita Capital reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $5.27K and leaving 44 shares worth $46.9K. The position accounts for 0.03% of the portfolio, ranked #147.

Tacita Capital first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $101K in Q3 2024. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Tacita Capital held 44 shares of Caterpillar worth $46.9K as of Q2 2026.
  • Tacita Capital sold 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
  • Caterpillar made up 0.03% of Tacita Capital's portfolio in Q2 2026, its #147 holding.
  • Tacita Capital first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • Tacita Capital's Caterpillar position peaked at $101K in Q3 2024.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.