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Paradiem’s Caterpillar CAT Stock Holding History

Paradiem’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 		$16.9M Sell
15,910
-8,393
-35% -$7.37M 3.65% 6
2026
Q1 		$17.2M Sell
24,303
-6,717
-22% -$4.65M 3.79% 3
2025
Q4 		$17.8M Sell
31,020
-2,069
-6% -$1.15M 4.25% 3
2025
Q3 		$15.8M Buy
33,089
+1,492
+5% +$637K 3.68% 5
2025
Q2 		$12.3M Buy
31,597
+1,704
+6% +$568K 3.1% 8
2025
Q1 		$9.86M Sell
29,893
-946
-3% -$337K 2.72% 20
2024
Q4 		$11.2M Sell
30,839
-434
-1% -$168K 3% 18
2024
Q3 		$12.2M Buy
31,273
+911
+3% +$315K 2.89% 12
2024
Q2 		$10.1M Buy
30,362
+1,658
+6% +$575K 2.54% 10
2024
Q1 		$10.5M Sell
28,704
-357
-1% -$114K 2.6% 3
2023
Q4 		$8.59M Buy
29,061
+7,666
+36% +$1.99M 2.39% 2
2023
Q3 		$5.84M Sell
21,395
-106
-0.5% -$28.8K 1.75% 5
2023
Q2 		$5.29M Buy
21,501
+1,450
+7% +$323K 1.51% 11
2023
Q1 		$4.59M Sell
20,051
-3,627
-15% -$877K 1.42% 17
2022
Q4 		$5.67M Sell
23,678
-26
-0.1% -$5.66K 2.1% 5
2022
Q3 		$3.89M Buy
23,704
+1,528
+7% +$279K 1.5% 20
2022
Q2 		$3.96M Sell
22,176
-264
-1% -$55.6K 1.5% 22
2022
Q1 		$4.87M Sell
22,440
-59
-0.3% -$12.4K 1.6% 16
2021
Q4 		$4.54M Sell
22,499
-638
-3% -$128K 1.48% 23
2021
Q3 		$4.79M Buy
23,137
+1,741
+8% +$363K 1.43% 21
2021
Q2 		$4.68M Buy
21,396
+117
+0.5% +$27K 1.45% 21
2021
Q1 		$4.97M Buy
21,279
+8,046
+61% +$1.67M 1.64% 10
2020
Q4 		$2.39M Buy
+13,233
New +$2.24M 1.01% 45

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Paradiem's CAT Position: Q2 2026 in Review

Paradiem reduced its Caterpillar (CAT) stake by 35% in Q2 2026, selling an estimated $7.37M and leaving 15,910 shares worth $16.9M. The position accounts for 3.65% of the portfolio, ranked #6.

Paradiem first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.8M in Q4 2025. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Paradiem held 15,910 shares of Caterpillar worth $16.9M as of Q2 2026.
  • Paradiem sold 8,393 Caterpillar shares in Q2 2026, an estimated $7.37M.
  • Caterpillar made up 3.65% of Paradiem's portfolio in Q2 2026, its #6 holding.
  • Paradiem first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • Paradiem's Caterpillar position peaked at $17.8M in Q4 2025.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Paradiem's 13F filing for Q2 2026, filed 14 Jul 2026.