Voleon Capital Management’s Caterpillar CAT Stock Holding History

Voleon Capital Management’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	$28.2M	Buy	26,520 +5,754	+28%	+$5.05M	0.51%	37
2026 Q1	$14.7M	Buy	20,766 +19,637	+1,739%	+$13.6M	0.32%	68
2025 Q4	$647K	Sell	1,129 -8,726	-89%	-$4.85M	0.01%	527
2025 Q3	$4.7M	Buy	9,855 +6,174	+168%	+$2.64M	0.11%	181
2025 Q2	$1.43M	Sell	3,681 -4	-0.1%	-$1.33K	0.08%	210
2025 Q1	$1.22M	Buy	+3,685	New	+$1.31M	0.1%	179
2019 Q4	–	Sell	-137,000	Closed	-$17.3M	–	192
2019 Q3	$17.3M	Buy	+137,000	New	+$17.4M	1.33%	18

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

Voleon Capital Management's CAT Position: Q2 2026 in Review

Voleon Capital Management increased its Caterpillar (CAT) stake by 28% in Q2 2026, buying an estimated $5.05M and bringing the position to 26,520 shares worth $28.2M. The position accounts for 0.51% of the portfolio, ranked #37.

Voleon Capital Management first reported a position in CAT in Q3 2019 and has held it in 7 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Voleon Capital Management held 26,520 shares of Caterpillar worth $28.2M as of Q2 2026.
Voleon Capital Management bought 5,754 Caterpillar shares in Q2 2026, an estimated $5.05M.
Caterpillar made up 0.51% of Voleon Capital Management's portfolio in Q2 2026, its #37 holding.
Voleon Capital Management first reported a position in Caterpillar in Q3 2019 and has held it in 7 quarters since.
4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.