Two Sigma Advisers’s Caterpillar CAT Stock Holding History

Two Sigma Advisers’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
2014 Q3	–	Sell	-44,000	Closed	-$4.78M	–	2354
2014 Q2	$4.78M	Buy	44,000 +32,000	+267%	+$3.36M	0.04%	491
2014 Q1	$1.19M	Buy	+12,000	New	+$1.13M	0.01%	1050
2013 Q4	–	Sell	-19,000	Closed	-$1.58M	–	2313
2013 Q3	$1.58M	Buy	19,000 +11,000	+138%	+$930K	0.02%	741
2013 Q2	$660K	Buy	+8,000	New	+$680K	0.01%	1138

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

Two Sigma Advisers's CAT Position: Q1 2026 in Review

Two Sigma Advisers sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 227,060 shares — an estimated $130M sold.

Two Sigma Advisers first reported a position in CAT in Q4 2014 and held it in 38 quarters. The position peaked at $384M in Q3 2021. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Two Sigma Advisers reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
Two Sigma Advisers sold 227,060 Caterpillar shares in Q1 2026, an estimated $130M.
Two Sigma Advisers first reported a position in Caterpillar in Q4 2014 and held it in 38 quarters.
Two Sigma Advisers's Caterpillar position peaked at $384M in Q3 2021.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Two Sigma Advisers's 13F filing for Q1 2026.