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
Q2 		$31.9M Hold
30,000
– – 2.31% 13
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 $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

Telemark Asset Management's CAT Position: Q2 2026 in Review

Telemark Asset Management held its Caterpillar (CAT) position steady in Q2 2026 at 30,000 shares worth $31.9M. The position accounts for 2.31% of the portfolio, ranked #13.

Telemark Asset Management first reported a position in CAT in Q1 2021 and has held it in 4 quarters since. The position peaked at $34.8M in Q1 2021. 4,052 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Telemark Asset Management held 30,000 shares of Caterpillar worth $31.9M as of Q2 2026.
  • Telemark Asset Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 2.31% of Telemark Asset Management's portfolio in Q2 2026, its #13 holding.
  • Telemark Asset Management first reported a position in Caterpillar in Q1 2021 and has held it in 4 quarters since.
  • Telemark Asset Management's Caterpillar position peaked at $34.8M in Q1 2021.
  • 4,052 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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