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 Q1	–	Sell	-1,900	Closed	-$1.09M	–	2379
2025 Q4	$1.09M	Buy	+1,900	New	+$1.06M	﹤0.01%	1227

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tidal Investments's CAT Position: Q1 2026 in Review

Tidal Investments reduced its Caterpillar (CAT) stake by 2.3% in Q1 2026, selling an estimated $3.2M and leaving 197,991 shares worth $140M. The position accounts for 0.3% of the portfolio, ranked #71.

Tidal Investments first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Tidal Investments held 197,991 shares of Caterpillar worth $140M as of Q1 2026.
Tidal Investments sold 4,616 Caterpillar shares in Q1 2026, an estimated $3.2M.
Caterpillar made up 0.3% of Tidal Investments's portfolio in Q1 2026, its #71 holding.
Tidal Investments first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.