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 		$4.26M Buy
+4,000
New +$3.51M 0.01% 1005
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
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. 4,061 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.
  • 4,061 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.