Groupama Asset Management’s Caterpillar CAT Stock Holding History

Groupama Asset Management’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	$12.7M	Buy	12,166 +1,810	+17%	+$1.59M	0.16%	75
2026 Q1	$7.34M	Sell	10,356 -1,881	-15%	-$1.3M	0.11%	89
2025 Q4	$7.01M	Sell	12,237 -3,948	-24%	-$2.19M	0.1%	94
2025 Q3	$7.72M	Sell	16,185 -2,168	-12%	-$926K	0.11%	90
2025 Q2	$7.06M	Sell	18,353 -3,325	-15%	-$1.11M	0.12%	97
2025 Q1	$7.15M	Buy	21,678 +1,287	+6%	+$458K	0.14%	90
2024 Q4	$7.4M	Sell	20,391 -1,150	-5%	-$446K	0.15%	89
2024 Q3	$6.76M	Sell	21,541 -1,472	-6%	-$508K	0.18%	85
2024 Q2	$7.67M	Sell	23,013 -3,814	-14%	-$1.32M	0.1%	113
2024 Q1	$11.9M	Sell	26,827 -7,249	-21%	-$2.32M	0.22%	85
2023 Q4	$10.1M	Buy	+34,076	New	+$8.84M	0.26%	73

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Groupama Asset Management's CAT Position: Q2 2026 in Review

Groupama Asset Management increased its Caterpillar (CAT) stake by 17% in Q2 2026, buying an estimated $1.59M and bringing the position to 12,166 shares worth $12.7M. The position accounts for 0.16% of the portfolio, ranked #75.

Groupama Asset Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Groupama Asset Management held 12,166 shares of Caterpillar worth $12.7M as of Q2 2026.
Groupama Asset Management bought 1,810 Caterpillar shares in Q2 2026, an estimated $1.59M.
Caterpillar made up 0.16% of Groupama Asset Management's portfolio in Q2 2026, its #75 holding.
Groupama Asset Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Groupama Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.