Paralel Advisors’s Caterpillar CAT Stock Holding History

Paralel Advisors’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	$106M	Hold	100,000	–	–	4.11%	6
2026 Q1	$70.8M	Hold	100,000	–	–	2.94%	8
2025 Q4	$57.3M	Hold	100,000	–	–	2.23%	12
2025 Q3	$47.7M	Hold	100,000	–	–	1.86%	14
2025 Q2	$38.8M	Hold	100,000	–	–	1.58%	16
2025 Q1	$33M	Hold	100,000	–	–	1.37%	18
2024 Q4	$36.3M	Hold	100,000	–	–	1.55%	18
2024 Q3	$39.1M	Hold	100,000	–	–	1.71%	16
2024 Q2	$33.3M	Hold	100,000	–	–	1.59%	17
2024 Q1	$36.6M	Hold	100,000	–	–	1.68%	15
2023 Q4	$29.6M	Hold	100,000	–	–	1.51%	16
2023 Q3	$27.3M	Hold	100,000	–	–	1.51%	20
2023 Q2	$24.6M	Hold	100,000	–	–	1.31%	20
2023 Q1	$22.9M	Hold	100,000	–	–	1.28%	20
2022 Q4	$24M	Hold	100,000	–	–	1.41%	18
2022 Q3	$16.4M	Hold	100,000	–	–	1.15%	19
2022 Q2	$17.9M	Hold	100,000	–	–	1.2%	17
2022 Q1	$22.3M	Hold	100,000	–	–	1.23%	17
2021 Q4	$20.7M	Buy	+100,000	New	+$20.1M	1.2%	18

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Paralel Advisors's CAT Position: Q2 2026 in Review

Paralel Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 100,000 shares worth $106M. The position accounts for 4.11% of the portfolio, ranked #6.

Paralel Advisors first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Paralel Advisors held 100,000 shares of Caterpillar worth $106M as of Q2 2026.
Paralel Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 4.11% of Paralel Advisors's portfolio in Q2 2026, its #6 holding.
Paralel Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Paralel Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.