Groupe la Francaise’s Caterpillar CAT Stock Holding History

Groupe la Francaise’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	–	Sell	-500	Closed	-$286K	–	465
2025 Q4	$286K	Hold	500	–	–	﹤0.01%	354
2025 Q3	$239K	Buy	+500	New	+$213K	﹤0.01%	401
2025 Q2	–	Sell	-1,000	Closed	-$330K	–	455
2025 Q1	$330K	Buy	+1,000	New	+$356K	0.01%	345

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Groupe la Francaise's CAT Position: Q1 2026 in Review

Groupe la Francaise increased its Caterpillar (CAT) stake by 64% in Q1 2026, buying an estimated $14.7M and bringing the position to 54,220 shares worth $38.3M. The position accounts for 0.52% of the portfolio, ranked #42.

Groupe la Francaise first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Groupe la Francaise held 54,220 shares of Caterpillar worth $38.3M as of Q1 2026.
Groupe la Francaise bought 21,185 Caterpillar shares in Q1 2026, an estimated $14.7M.
Caterpillar made up 0.52% of Groupe la Francaise's portfolio in Q1 2026, its #42 holding.
Groupe la Francaise first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Groupe la Francaise's 13F filing for Q1 2026, filed 21 May 2026.