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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Metis Global Partners's CAT Position: Q1 2026 in Review

Metis Global Partners reduced its Caterpillar (CAT) stake by 4.2% in Q1 2026, selling an estimated $617K and leaving 20,478 shares worth $14.5M. The position accounts for 0.36% of the portfolio, ranked #41.

Metis Global Partners first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Metis Global Partners held 20,478 shares of Caterpillar worth $14.5M as of Q1 2026.
  • Metis Global Partners sold 891 Caterpillar shares in Q1 2026, an estimated $617K.
  • Caterpillar made up 0.36% of Metis Global Partners's portfolio in Q1 2026, its #41 holding.
  • Metis Global Partners first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Metis Global Partners's 13F filing for Q1 2026, filed 7 May 2026.