TAM
CAT icon

Telemark Asset Management’s Caterpillar CAT Stock Holding History

Telemark Asset 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 		$21.3M Buy
+30,000
New +$20.8M 1.96% 17
2021
Q3 		– Sell
-150,000
Closed -$32.6M – 59
2021
Q2 		$32.6M Hold
150,000
– – 2.61% 6
2021
Q1 		$34.8M Buy
+150,000
New +$31.1M 2.94% 4

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

Telemark Asset Management's CAT Position: Q1 2026 in Review

Telemark Asset Management opened a new position in Caterpillar (CAT) in Q1 2026: 30,000 shares worth $21.3M. The stake represents 1.96% of the portfolio and ranks #17 among its holdings. This is a return to the name: Telemark Asset Management previously reported a position in CAT as recently as Q2 2021.

Telemark Asset Management first reported a position in CAT in Q1 2021 and has held it in 3 quarters since. The position peaked at $34.8M in Q1 2021. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Telemark Asset Management held 30,000 shares of Caterpillar worth $21.3M as of Q1 2026.
  • Caterpillar was a new Telemark Asset Management position in Q1 2026.
  • Caterpillar made up 1.96% of Telemark Asset Management's portfolio in Q1 2026, its #17 holding.
  • Telemark Asset Management first reported a position in Caterpillar in Q1 2021 and has held it in 3 quarters since.
  • Telemark Asset Management's Caterpillar position peaked at $34.8M in Q1 2021.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Telemark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.