WorldQuant Millennium Advisors
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WorldQuant Millennium Advisors’s Caterpillar CAT Stock Holding History

WorldQuant Millennium Advisors’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 		$47.4M Buy
66,882
+40,201
+151% +$27.8M 0.18% 135
2025
Q4 		$15.3M Buy
+26,681
New +$14.8M 0.06% 234
2025
Q3 		– Sell
-53,949
Closed -$20.9M – 521
2025
Q2 		$20.9M Buy
53,949
+45,273
+522% +$15.1M 0.1% 203
2025
Q1 		$2.86M Buy
8,676
+4,404
+103% +$1.57M 0.02% 330
2024
Q4 		$1.55M Buy
4,272
+700
+20% +$271K 0.01% 361
2024
Q3 		$1.4M Sell
3,572
-6,562
-65% -$2.27M 0.01% 361
2024
Q2 		$3.38M Buy
10,134
+3,778
+59% +$1.31M 0.03% 282
2024
Q1 		$2.33M Buy
6,356
+654
+11% +$209K 0.03% 279
2023
Q4 		$1.69M Sell
5,702
-52,244
-90% -$13.6M 0.02% 278
2023
Q3 		$15.8M Sell
57,946
-16,261
-22% -$4.41M 0.24% 123
2023
Q2 		$18.3M Buy
74,207
+54,945
+285% +$12.3M 0.31% 105
2023
Q1 		$4.41M Buy
19,262
+6,993
+57% +$1.69M 0.08% 228
2022
Q4 		$2.94M Buy
+12,269
New +$2.67M 0.07% 240
2022
Q2 		– Sell
-25,276
Closed -$5.63M – 298
2022
Q1 		$5.63M Sell
25,276
-18,261
-42% -$3.83M 0.14% 194
2021
Q4 		$9M Sell
43,537
-3,189
-7% -$642K 0.18% 171
2021
Q3 		$8.97M Buy
46,726
+22,273
+91% +$4.64M 0.2% 155
2021
Q2 		$5.32M Sell
24,453
-18,753
-43% -$4.33M 0.12% 193
2021
Q1 		$10M Hold
43,206
– – 0.21% 160
2020
Q4 		$7.86M Hold
43,206
– – 0.17% 188
2020
Q3 		$6.44M Buy
43,206
+635
+1% +$89.2K 0.15% 188
2020
Q2 		$5.38M Buy
+42,571
New +$5.05M 0.12% 208

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

WorldQuant Millennium Advisors's CAT Position: Q1 2026 in Review

WorldQuant Millennium Advisors increased its Caterpillar (CAT) stake by 151% in Q1 2026, buying an estimated $27.8M and bringing the position to 66,882 shares worth $47.4M. The position accounts for 0.18% of the portfolio, ranked #135.

WorldQuant Millennium Advisors first reported a position in CAT in Q2 2020 and has held it in 21 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • WorldQuant Millennium Advisors held 66,882 shares of Caterpillar worth $47.4M as of Q1 2026.
  • WorldQuant Millennium Advisors bought 40,201 Caterpillar shares in Q1 2026, an estimated $27.8M.
  • Caterpillar made up 0.18% of WorldQuant Millennium Advisors's portfolio in Q1 2026, its #135 holding.
  • WorldQuant Millennium Advisors first reported a position in Caterpillar in Q2 2020 and has held it in 21 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q1 2026, filed 15 May 2026.