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 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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return