ZI
CAT icon

ZEGA Investments’s Caterpillar CAT Stock Holding History

ZEGA Investments’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 		$3.67M Sell
3,449
-203
-6% -$178K 0.38% 35
2026
Q1 		$2.59M Sell
3,652
-7
-0.2% -$4.85K 0.29% 44
2025
Q4 		$2.1M Sell
3,659
-525
-13% -$292K 0.25% 48
2025
Q3 		$2M Buy
4,184
+2,508
+150% +$1.07M 0.27% 46
2025
Q2 		$651K Sell
1,676
-411
-20% -$137K 0.09% 91
2025
Q1 		$688K Sell
2,087
-1,324
-39% -$472K 0.1% 87
2024
Q4 		$1.39M Buy
+3,411
New +$1.32M 0.35% 40

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ZEGA Investments's CAT Position: Q2 2026 in Review

ZEGA Investments reduced its Caterpillar (CAT) stake by 5.6% in Q2 2026, selling an estimated $178K and leaving 3,449 shares worth $3.67M. The position accounts for 0.38% of the portfolio, ranked #35.

ZEGA Investments first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • ZEGA Investments held 3,449 shares of Caterpillar worth $3.67M as of Q2 2026.
  • ZEGA Investments sold 203 Caterpillar shares in Q2 2026, an estimated $178K.
  • Caterpillar made up 0.38% of ZEGA Investments's portfolio in Q2 2026, its #35 holding.
  • ZEGA Investments first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.