CITIGROUP INC CAT — CATERPILLAR INC EQUITY

Ownership history in CITIGROUP INC  ·  212 quarters on record

AI Ownership Summary

CITIGROUP INC reported CATERPILLAR INC EQUITY (CAT) in 212 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.6% in 2024 Q3. The latest visible filing shows CAT at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITIGROUP INC's position in CATERPILLAR INC EQUITY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CAT was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CAT stock page CITIGROUP INC fund profile CITIGROUP INC full holdings
How CITIGROUP INC held CAT — position size vs. price
% of Fund (quarterly)    CAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 30 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,193,255 +1,001,255 +521.5% 0.36% $845.4M 2026-05-11 $926.79
2026 Q1 REDUCED — — — 192,000 -20,000 -9.4% 0.06% $136.0M 2026-05-11 $926.79
2026 Q1 REDUCED — — — 212,000 -297,924 -58.4% 0.06% $150.2M 2026-05-11 $926.79
2025 Q4 ADDED — — — 509,924 +415,924 +442.5% 0.13% $292.1M 2026-02-13 $772.73
2025 Q4 ADDED — — — 94,000 +50,000 +113.6% 0.02% $53.8M 2026-02-13 $772.73
2025 Q4 REDUCED 93.8% +24.0% ❌ 44,000 -668,184 -93.8% 0.01% $25.2M 2026-02-13 $772.73
2025 Q3 ADDED — — — 712,184 +612,484 +614.3% 0.15% $339.8M 2025-11-10 $568.44
2025 Q3 ADDED — — — 99,700 +65,700 +193.2% 0.02% $47.6M 2025-11-10 $568.44
2025 Q3 REDUCED 96.5% +21.6% ❌ 34,000 -941,244 -96.5% 0.01% $16.2M 2025-11-10 $568.44
2025 Q2 ADDED — — — 975,244 +828,644 +565.2% 0.19% $378.6M 2025-08-11 $405.65
2025 Q2 ADDED — — — 146,600 +107,600 +275.9% 0.03% $56.9M 2025-08-11 $405.65
2025 Q2 REDUCED 96.0% +21.9% ❌ 39,000 -925,428 -96.0% 0.01% $15.1M 2025-08-11 $405.65
2025 Q1 ADDED — — — 964,428 +810,628 +527.1% 0.16% $318.1M 2025-05-12 $338.88
2025 Q1 ADDED — — — 153,800 +111,800 +266.2% 0.03% $50.7M 2025-05-12 $338.88
2025 Q1 REDUCED 94.0% +18.3% ❌ 42,000 -657,390 -94.0% 0.01% $13.9M 2025-05-12 $338.88
2024 Q4 ADDED — — — 699,390 +554,290 +382.0% 0.15% $253.7M 2025-02-12 $346.60
2024 Q4 ADDED — — — 145,100 +124,400 +601.0% 0.03% $52.6M 2025-02-12 $346.60
2024 Q4 REDUCED 99.2% -8.8% ✅ 20,700 -2,625,289 -99.2% 0.00% $7.5M 2025-02-12 $346.60
2024 Q3 ADDED — — — 2,645,989 +2,539,389 +2382.2% 0.60% $1.03B 2024-11-12 $385.53
2024 Q3 ADDED — — — 106,600 +86,400 +427.7% 0.02% $41.7M 2024-11-12 $385.53
2024 Q3 REDUCED 97.3% -6.8% ✅ 20,200 -727,031 -97.3% 0.00% $7.9M 2024-11-12 $385.53
2024 Q2 ADDED — — — 747,231 +669,431 +860.5% 0.16% $248.9M 2024-08-12 $328.45
2024 Q2 ADDED — — — 77,800 +48,600 +166.4% 0.02% $25.9M 2024-08-12 $328.45
2024 Q2 REDUCED 96.1% +17.9% ❌ 29,200 -724,671 -96.1% 0.01% $9.7M 2024-08-12 $328.45
2024 Q1 REDUCED 5.9% -9.9% ✅ 753,871 -47,029 -5.9% 0.18% $276.2M 2024-05-10 $345.38
2024 Q1 ADDED — — — 800,900 +50,100 +6.7% 0.19% $293.5M 2024-05-10 $345.38
2024 Q1 ADDED — — — 750,800 +40,569 +5.7% 0.18% $275.1M 2024-05-10 $345.38
2023 Q4 ADDED — — — 710,231 +597,831 +531.9% 0.15% $210.0M 2024-02-09 $307.63
2023 Q4 ADDED — — — 112,400 +19,100 +20.5% 0.02% $33.2M 2024-02-09 $307.63
2023 Q4 REDUCED 87.3% +23.6% ❌ 93,300 -643,256 -87.3% 0.02% $27.6M 2024-02-09 $307.63
182 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CAT

As of 2026 Q1 — sorted by position size

Westchester Capital Management, Inc. 3Y 7Y 8.4% Community Bank of Raymore 3Y 7Y 7.97% Atwater Malick LLC 3Y 7Y 7.28% Gouws Capital LLC 3Y 5.98% Parametrica Management Ltd 3Y 7Y 5.64% Independent Wealth Network Inc. 3Y 5.5% Aull & Monroe Investment Management Corp 3Y 7Y 5.42% Providence Wealth Advisors, LLC 3Y 7Y 5.21% Boit C F David 3Y 5.19% Forty-three Eighteen Advisors, LLC 4.95%

FAQ About CITIGROUP INC and CAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITIGROUP INC reported owning CAT?

CITIGROUP INC reported CAT across 30 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CAT position in CITIGROUP INC's portfolio?

The largest reported portfolio weight for CAT was 0.60% in 2024 Q3.

What is the latest reported CAT position on this page?

The most recent filing on this page is 2026 Q1, when CITIGROUP INC reported 1,193,255 shares, equal to 0.36% of portfolio, with an estimated market value of $845.4M.

What does the chart on this CAT ownership page compare?

The chart compares CITIGROUP INC's quarterly CAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CITIGROUP INC time their CAT position?

Based on 13F filing dates vs. subsequent CAT price moves, CITIGROUP INC correctly timed 97 out of 211 reported position changes (46%). The annualised alpha on CAT relative to SPY over the holding period was +7.4%.

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