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
Q2 		– Sell
-16,750
Closed -$11.9M – 127
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Zimmer Partners's CAT Position: Q2 2026 in Review

Zimmer Partners sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 16,750 shares — an estimated $11.9M sold.

Zimmer Partners first reported a position in CAT in Q1 2024 and held it in 8 quarters. The position peaked at $22.4M in Q1 2025. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Zimmer Partners reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Zimmer Partners sold 16,750 Caterpillar shares in Q2 2026, an estimated $11.9M.
  • Zimmer Partners first reported a position in Caterpillar in Q1 2024 and held it in 8 quarters.
  • Zimmer Partners's Caterpillar position peaked at $22.4M in Q1 2025.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.