TwinBeech Capital’s Caterpillar CAT Stock Holding History

TwinBeech Capital’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	-9,925	Closed	-$5.69M	–	594
2025 Q4	$5.69M	Buy	+9,925	New	+$5.52M	0.4%	73
2025 Q3	–	Sell	-14,303	Closed	-$5.55M	–	592
2025 Q2	$5.55M	Buy	14,303 +8,814	+161%	+$2.94M	0.13%	195
2025 Q1	$1.81M	Buy	+5,489	New	+$1.96M	0.03%	409
2024 Q3	–	Sell	-85,214	Closed	-$28.4M	–	688
2024 Q2	$28.4M	Buy	+85,214	New	+$29.5M	0.56%	58
2023 Q2	–	Sell	-11,230	Closed	-$2.57M	–	619
2023 Q1	$2.57M	Buy	+11,230	New	+$2.71M	0.05%	342
2022 Q3	–	Sell	-150,434	Closed	-$26.9M	–	636
2022 Q2	$26.9M	Buy	+150,434	New	+$31.7M	1.2%	17
2021 Q4	–	Sell	-2,561	Closed	-$492K	–	586
2021 Q3	$492K	Buy	+2,561	New	+$533K	0.03%	434

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

TwinBeech Capital's CAT Position: Q1 2026 in Review

TwinBeech Capital sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 9,925 shares — an estimated $5.69M sold.

TwinBeech Capital first reported a position in CAT in Q3 2021 and held it in 7 quarters. The position peaked at $28.4M in Q2 2024. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

TwinBeech Capital reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 9,925 Caterpillar shares in Q1 2026, an estimated $5.69M.
TwinBeech Capital first reported a position in Caterpillar in Q3 2021 and held it in 7 quarters.
TwinBeech Capital's Caterpillar position peaked at $28.4M in Q2 2024.
3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.