Parametrica Management’s Caterpillar CAT Stock Holding History

Parametrica Management’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	$5.75M	Sell	5,400 -1,600	-23%	-$1.41M	4.51%	7
2026 Q1	$4.96M	Buy	+7,000	New	+$4.85M	5.64%	8
2022 Q3	–	Sell	-1,127	Closed	-$202K	–	86
2022 Q2	$202K	Buy	+1,127	New	+$237K	0.22%	127
2017 Q4	–	Sell	-2,273	Closed	-$283K	–	360
2017 Q3	$283K	Buy	+2,273	New	+$262K	0.12%	204

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

Parametrica Management's CAT Position: Q2 2026 in Review

Parametrica Management reduced its Caterpillar (CAT) stake by 23% in Q2 2026, selling an estimated $1.41M and leaving 5,400 shares worth $5.75M. The position accounts for 4.51% of the portfolio, ranked #7.

Parametrica Management first reported a position in CAT in Q3 2017 and has held it in 4 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Parametrica Management held 5,400 shares of Caterpillar worth $5.75M as of Q2 2026.
Parametrica Management sold 1,600 Caterpillar shares in Q2 2026, an estimated $1.41M.
Caterpillar made up 4.51% of Parametrica Management's portfolio in Q2 2026, its #7 holding.
Parametrica Management first reported a position in Caterpillar in Q3 2017 and has held it in 4 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Parametrica Management's 13F filing for Q2 2026, filed 12 Aug 2026.