XC
CAT icon

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
-1,200
Closed -$687K – 149
2025
Q4 		$687K Sell
1,200
-800
-40% -$445K 0.43% 47
2025
Q3 		$954K Buy
+2,000
New +$854K 0.5% 51
2025
Q2 		– Sell
-5,500
Closed -$1.81M – 81
2025
Q1 		$1.81M Buy
5,500
+1,600
+41% +$570K 0.51% 42
2024
Q4 		$1.41M Buy
3,900
+1,000
+34% +$388K 0.68% 41
2024
Q3 		$1.13M Buy
2,900
+400
+16% +$138K 0.39% 40
2024
Q2 		$833K Sell
2,500
-2,000
-44% -$693K 0.53% 55
2024
Q1 		$1.65M Sell
4,500
-4,500
-50% -$1.44M 0.74% 43
2023
Q4 		$2.66M Buy
9,000
+7,500
+500% +$1.95M 1.55% 17
2023
Q3 		$410K Buy
+1,500
New +$407K 0.23% 88
2023
Q2 		– Sell
-3,100
Closed -$709K – 108
2023
Q1 		$709K Buy
+3,100
New +$749K 0.28% 69

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

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.