VCM
CAT icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Voleon Capital Management's CAT Position: Q1 2026 in Review

Voleon Capital Management increased its Caterpillar (CAT) stake by 1,739% in Q1 2026, buying an estimated $13.6M and bringing the position to 20,766 shares worth $14.7M. The position accounts for 0.32% of the portfolio, ranked #68.

Voleon Capital Management first reported a position in CAT in Q3 2019 and has held it in 6 quarters since. The position peaked at $17.3M in Q3 2019. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Voleon Capital Management held 20,766 shares of Caterpillar worth $14.7M as of Q1 2026.
  • Voleon Capital Management bought 19,637 Caterpillar shares in Q1 2026, an estimated $13.6M.
  • Caterpillar made up 0.32% of Voleon Capital Management's portfolio in Q1 2026, its #68 holding.
  • Voleon Capital Management first reported a position in Caterpillar in Q3 2019 and has held it in 6 quarters since.
  • Voleon Capital Management's Caterpillar position peaked at $17.3M in Q3 2019.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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