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	$83.1M	Buy	+78,000	New	+$68.5M	0.14%	147

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.