MGP
CAT icon

Metis Global Partners’s Caterpillar CAT Stock Holding History

Metis Global Partners’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 		$19.4M Sell
18,213
-2,265
-11% -$1.99M 0.44% 37
2026
Q1 		$14.5M Sell
20,478
-891
-4% -$617K 0.36% 41
2025
Q4 		$12.2M Sell
21,369
-1,164
-5% -$647K 0.29% 55
2025
Q3 		$10.8M Sell
22,533
-1,241
-5% -$530K 0.25% 59
2025
Q2 		$9.23M Sell
23,774
-2,831
-11% -$944K 0.24% 68
2025
Q1 		$8.77M Buy
26,605
+3,013
+13% +$1.07M 0.25% 68
2024
Q4 		$8.56M Buy
23,592
+323
+1% +$125K 0.26% 59
2024
Q3 		$9.1M Sell
23,269
-506
-2% -$175K 0.28% 58
2024
Q2 		$7.92M Buy
23,775
+4,496
+23% +$1.56M 0.27% 60
2024
Q1 		$7.06M Buy
19,279
+160
+0.8% +$51.1K 0.26% 62
2023
Q4 		$5.65M Sell
19,119
-2,035
-10% -$528K 0.23% 72
2023
Q3 		$5.78M Buy
21,154
+3,427
+19% +$930K 0.28% 62
2023
Q2 		$4.36M Sell
17,727
-1,088
-6% -$243K 0.24% 84
2023
Q1 		$4.31M Buy
18,815
+4,952
+36% +$1.2M 0.28% 72
2022
Q4 		$3.32M Buy
13,863
+5,940
+75% +$1.29M 0.3% 73
2022
Q3 		$1.3M Buy
7,923
+18
+0.2% +$3.29K 0.21% 110
2022
Q2 		$1.41M Sell
7,905
-637
-7% -$134K 0.23% 101
2022
Q1 		$1.9M Buy
8,542
+3,771
+79% +$791K 0.23% 83
2021
Q4 		$986K Buy
+4,771
New +$961K 0.27% 83

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Metis Global Partners's CAT Position: Q2 2026 in Review

Metis Global Partners reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $1.99M and leaving 18,213 shares worth $19.4M. The position accounts for 0.44% of the portfolio, ranked #37.

Metis Global Partners first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Metis Global Partners held 18,213 shares of Caterpillar worth $19.4M as of Q2 2026.
  • Metis Global Partners sold 2,265 Caterpillar shares in Q2 2026, an estimated $1.99M.
  • Caterpillar made up 0.44% of Metis Global Partners's portfolio in Q2 2026, its #37 holding.
  • Metis Global Partners first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.