XY Capital’s Caterpillar CAT Stock Holding History

XY Capital’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	–	Sell	-237	Closed	-$136K	–	148
2025 Q4	$136K	Buy	+237	New	+$132K	0.09%	216
2025 Q2	–	Sell	-911	Closed	-$300K	–	80
2025 Q1	$300K	Buy	911 +313	+52%	+$111K	0.09%	150
2024 Q4	$217K	Buy	+598	New	+$232K	0.1%	141

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

XY Capital's CAT Position: Q1 2026 in Review

XY Capital sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 237 shares — an estimated $136K sold.

XY Capital first reported a position in CAT in Q4 2024 and held it in 3 quarters. The position peaked at $300K in Q1 2025. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

XY Capital reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
XY Capital sold 237 Caterpillar shares in Q1 2026, an estimated $136K.
XY Capital first reported a position in Caterpillar in Q4 2024 and held it in 3 quarters.
XY Capital's Caterpillar position peaked at $300K in Q1 2025.
3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on XY Capital's 13F filing for Q1 2026, filed 12 May 2026.