Catherine Wood's CAT Position Overview
Catherine Wood (via Ark Investment Management LLC) currently holds 31,144 shares of Caterpillar Inc. (CAT) worth $14.86 M, representing 0.09% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Catherine Wood has maintained a strategic position in CAT, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 132,363 shares. Largest reduction occurred in Q2 2021, reducing 137,161 shares.
Analysis based on 13F filings available since 2013 Q2
Catherine Wood's Caterpillar (CAT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Caterpillar (CAT) Trades by Catherine Wood
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2020 | +26,577 | New Buy | 26,577 | $116.04 |
| Q2 2020 | +36,920 | Add 138.92% | 63,497 | $126.49 |
| Q3 2020 | +60,144 | Add 94.72% | 123,641 | $149.15 |
| Q4 2020 | +125,963 | Add 101.88% | 249,604 | $182.02 |
| Q1 2021 | +132,363 | Add 53.03% | 381,967 | $231.87 |
| Q2 2021 | -137,161 | Reduce 35.91% | 244,806 | $217.63 |
| Q3 2021 | -26,941 | Reduce 11.01% | 217,865 | $191.97 |
| Q4 2021 | -73,664 | Reduce 33.81% | 144,201 | $206.74 |
| Q1 2022 | -32,720 | Reduce 22.69% | 111,481 | $222.82 |
| Q2 2022 | -8,352 | Reduce 7.49% | 103,129 | $215.85 |
| Q3 2022 | -6,940 | Reduce 6.73% | 96,189 | $164.08 |
| Q4 2022 | -13,919 | Reduce 14.47% | 82,270 | $239.56 |
| Q1 2023 | -10,966 | Reduce 13.33% | 71,304 | $228.84 |
| Q2 2023 | +3,035 | Add 4.26% | 74,339 | $246.05 |
| Q3 2023 | -5,230 | Reduce 7.04% | 69,109 | $273.00 |
| Q4 2023 | -3,245 | Reduce 4.70% | 65,864 | $295.67 |
| Q1 2024 | -23,248 | Reduce 35.30% | 42,616 | $366.43 |
| Q2 2024 | -18,148 | Reduce 42.58% | 24,468 | $333.10 |
| Q3 2024 | -2,856 | Reduce 11.67% | 21,612 | $391.12 |
| Q4 2024 | -756 | Reduce 3.50% | 20,856 | $362.76 |
| Q1 2025 | +1 | Add 0.00% | 20,857 | $329.80 |
| Q2 2025 | +7,019 | Add 33.65% | 27,876 | $388.21 |
| Q3 2025 | +3,268 | Add 11.72% | 31,144 | $477.15 |
Catherine Wood's Caterpillar Investment FAQs
Catherine Wood first purchased Caterpillar Inc. (CAT) in Q1 2020, acquiring 26,577 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Catherine Wood has held Caterpillar Inc. (CAT) for 23 quarters since Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Catherine Wood's largest addition to Caterpillar Inc. (CAT) was in Q1 2021, adding 381,967 shares worth $88.57 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Catherine Wood's firm, Ark Investment Management LLC, owns 31,144 shares of Caterpillar Inc. (CAT), valued at approximately $14.86 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Caterpillar Inc. (CAT) represents approximately 0.09% of Catherine Wood's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Catherine Wood's peak holding in Caterpillar Inc. (CAT) was 381,967 shares, as reported at the end of Q1 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.