TI
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Tidal Investments’s Caterpillar CAT Stock Holding History

Tidal Investments’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 		$244M Buy
228,796
+30,805
+16% +$27.1M 0.42% 36
2026
Q1 		$140M Sell
197,991
-4,616
-2% -$3.2M 0.3% 71
2025
Q4 		$116M Buy
202,607
+8,584
+4% +$4.77M 0.28% 67
2025
Q3 		$92.6M Buy
194,023
+72,326
+59% +$30.9M 0.19% 106
2025
Q2 		$47.2M Buy
121,697
+19,189
+19% +$6.4M 0.28% 61
2025
Q1 		$33.8M Buy
102,508
+28,762
+39% +$10.2M 0.28% 69
2024
Q4 		$26.8M Buy
73,746
+46,690
+173% +$18.1M 0.21% 102
2024
Q3 		$10.6M Sell
27,056
-3,496
-11% -$1.21M 0.11% 177
2024
Q2 		$10.2M Buy
30,552
+4,099
+15% +$1.42M 0.14% 138
2024
Q1 		$9.68M Sell
26,453
-4,736
-15% -$1.51M 0.16% 116
2023
Q4 		$9.22M Buy
31,189
+2,216
+8% +$575K 0.21% 89
2023
Q3 		$7.91M Buy
28,973
+2,653
+10% +$720K 0.24% 70
2023
Q2 		$6.48M Buy
26,320
+7,570
+40% +$1.69M 0.19% 87
2023
Q1 		$4.29M Buy
18,750
+11,518
+159% +$2.78M 0.14% 141
2022
Q4 		$1.73M Buy
7,232
+403
+6% +$87.7K 0.07% 309
2022
Q3 		$1.12M Buy
6,829
+232
+4% +$42.4K 0.05% 342
2022
Q2 		$1.18M Buy
6,597
+690
+12% +$145K 0.04% 341
2022
Q1 		$1.32M Sell
5,907
-17,648
-75% -$3.7M 0.04% 346
2021
Q4 		$4.87M Buy
23,555
+18,213
+341% +$3.67M 0.15% 107
2021
Q3 		$1.03M Buy
5,342
+1,026
+24% +$214K 0.04% 325
2021
Q2 		$939K Buy
4,316
+2,083
+93% +$481K 0.04% 303
2021
Q1 		$518K Buy
2,233
+509
+30% +$105K 0.02% 283
2020
Q4 		$314K Buy
+1,724
New +$292K 0.02% 306

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

Tidal Investments's CAT Position: Q2 2026 in Review

Tidal Investments increased its Caterpillar (CAT) stake by 16% in Q2 2026, buying an estimated $27.1M and bringing the position to 228,796 shares worth $244M. The position accounts for 0.42% of the portfolio, ranked #36.

Tidal Investments first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Tidal Investments held 228,796 shares of Caterpillar worth $244M as of Q2 2026.
  • Tidal Investments bought 30,805 Caterpillar shares in Q2 2026, an estimated $27.1M.
  • Caterpillar made up 0.42% of Tidal Investments's portfolio in Q2 2026, its #36 holding.
  • Tidal Investments first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.