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Woodline Partners’s Caterpillar CAT Stock Holding History

Woodline Partners’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 		$107M Buy
100,798
+9,557
+10% +$8.4M 0.33% 64
2026
Q1 		$64.6M Buy
91,241
+11,386
+14% +$7.89M 0.24% 96
2025
Q4 		$45.7M Buy
79,855
+17,940
+29% +$9.97M 0.18% 149
2025
Q3 		$29.5M Buy
61,915
+11,041
+22% +$4.71M 0.14% 202
2025
Q2 		$19.7M Buy
50,874
+10,496
+26% +$3.5M 0.1% 287
2025
Q1 		$13.3M Buy
40,378
+11,384
+39% +$4.06M 0.09% 310
2024
Q4 		$10.5M Buy
+28,994
New +$11.2M 0.07% 331

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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

Woodline Partners's CAT Position: Q2 2026 in Review

Woodline Partners increased its Caterpillar (CAT) stake by 10% in Q2 2026, buying an estimated $8.4M and bringing the position to 100,798 shares worth $107M. The position accounts for 0.33% of the portfolio, ranked #64.

Woodline Partners first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Woodline Partners held 100,798 shares of Caterpillar worth $107M as of Q2 2026.
  • Woodline Partners bought 9,557 Caterpillar shares in Q2 2026, an estimated $8.4M.
  • Caterpillar made up 0.33% of Woodline Partners's portfolio in Q2 2026, its #64 holding.
  • Woodline Partners first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Woodline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.