Winslow Capital Management
CAT icon

Winslow Capital Management’s Caterpillar CAT Stock Holding History

Winslow 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 		$374M Buy
+350,774
New +$308M 1.29% 26
2024
Q2 		– Sell
-610
Closed -$224K – 57
2024
Q1 		$224K Sell
610
-394
-39% -$126K ﹤0.01% 57
2023
Q4 		$297K Sell
1,004
-1,116,826
-100% -$290M ﹤0.01% 58
2023
Q3 		$305M Buy
1,117,830
+1,070,570
+2,265% +$290M 1.45% 29
2023
Q2 		$11.6M Buy
+47,260
New +$10.5M 0.05% 48

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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

Winslow Capital Management opened a new position in Caterpillar (CAT) in Q2 2026: 350,774 shares worth $374M. The stake represents 1.29% of the portfolio and ranks #26 among its holdings. This is a return to the name: Winslow Capital Management previously reported a position in CAT as recently as Q1 2024.

Winslow Capital Management first reported a position in CAT in Q2 2023 and has held it in 5 quarters since. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Winslow Capital Management held 350,774 shares of Caterpillar worth $374M as of Q2 2026.
  • Caterpillar was a new Winslow Capital Management position in Q2 2026.
  • Caterpillar made up 1.29% of Winslow Capital Management's portfolio in Q2 2026, its #26 holding.
  • Winslow Capital Management first reported a position in Caterpillar in Q2 2023 and has held it in 5 quarters since.
  • 4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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