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 Q1	$1.35M	Buy	+1,900	New	+$1.32M	0.15%	84

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

ZEGA Investments's CAT Position: Q1 2026 in Review

ZEGA Investments reduced its Caterpillar (CAT) stake by 0.19% in Q1 2026, selling an estimated $4.85K and leaving 3,652 shares worth $2.59M. The position accounts for 0.29% of the portfolio, ranked #44.

ZEGA Investments first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

ZEGA Investments held 3,652 shares of Caterpillar worth $2.59M as of Q1 2026.
ZEGA Investments sold 7 Caterpillar shares in Q1 2026, an estimated $4.85K.
Caterpillar made up 0.29% of ZEGA Investments's portfolio in Q1 2026, its #44 holding.
ZEGA Investments first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.