ZP
CAT icon

Zimmer Partners’s Caterpillar CAT Stock Holding History

Zimmer Partners’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 		$11.9M Buy
16,750
+3,550
+27% +$2.46M 0.29% 70
2025
Q4 		$7.56M Buy
+13,200
New +$7.34M 0.2% 74
2025
Q3 		– Sell
-44,000
Closed -$17.1M – 153
2025
Q2 		$17.1M Sell
44,000
-23,950
-35% -$7.98M 0.37% 61
2025
Q1 		$22.4M Buy
67,950
+37,830
+126% +$13.5M 0.42% 51
2024
Q4 		$10.9M Buy
30,120
+10,120
+51% +$3.92M 0.19% 73
2024
Q3 		$7.82M Sell
20,000
-20,000
-50% -$6.91M 0.14% 93
2024
Q2 		$13.3M Buy
40,000
+13,280
+50% +$4.6M 0.25% 65
2024
Q1 		$9.79M Buy
+26,720
New +$8.54M 0.21% 70

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

Zimmer Partners's CAT Position: Q1 2026 in Review

Zimmer Partners increased its Caterpillar (CAT) stake by 27% in Q1 2026, buying an estimated $2.46M and bringing the position to 16,750 shares worth $11.9M. The position accounts for 0.29% of the portfolio, ranked #70.

Zimmer Partners first reported a position in CAT in Q1 2024 and has held it in 8 quarters since. The position peaked at $22.4M in Q1 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Zimmer Partners held 16,750 shares of Caterpillar worth $11.9M as of Q1 2026.
  • Zimmer Partners bought 3,550 Caterpillar shares in Q1 2026, an estimated $2.46M.
  • Caterpillar made up 0.29% of Zimmer Partners's portfolio in Q1 2026, its #70 holding.
  • Zimmer Partners first reported a position in Caterpillar in Q1 2024 and has held it in 8 quarters since.
  • Zimmer Partners's Caterpillar position peaked at $22.4M in Q1 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.