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AG2R La Mondiale Gestion d'Actifs’s Caterpillar CAT Stock Holding History

AG2R La Mondiale Gestion d'Actifs’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 		$21.8M Buy
20,443
+1,659
+9% +$1.46M 0.79% 20
2026
Q1 		$13.3M Buy
18,784
+155
+0.8% +$107K 0.6% 24
2025
Q4 		$10.7M Buy
18,629
+753
+4% +$419K 0.47% 34
2025
Q3 		$6.94M Hold
17,876
– – 0.36% 49
2025
Q2 		$6.94M Hold
17,876
– – 0.36% 49
2025
Q1 		$6.22M Buy
+17,876
New +$6.37M 0.34% 50

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

AG2R La Mondiale Gestion d'Actifs's CAT Position: Q2 2026 in Review

AG2R La Mondiale Gestion d'Actifs increased its Caterpillar (CAT) stake by 8.8% in Q2 2026, buying an estimated $1.46M and bringing the position to 20,443 shares worth $21.8M. The position accounts for 0.79% of the portfolio, ranked #20.

AG2R La Mondiale Gestion d'Actifs first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • AG2R La Mondiale Gestion d'Actifs held 20,443 shares of Caterpillar worth $21.8M as of Q2 2026.
  • AG2R La Mondiale Gestion d'Actifs bought 1,659 Caterpillar shares in Q2 2026, an estimated $1.46M.
  • Caterpillar made up 0.79% of AG2R La Mondiale Gestion d'Actifs's portfolio in Q2 2026, its #20 holding.
  • AG2R La Mondiale Gestion d'Actifs first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on AG2R La Mondiale Gestion d'Actifs's 13F filing for Q2 2026, filed 23 Jul 2026.