Symmetry Investments’s Caterpillar CAT Stock Holding History

Symmetry Investments’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	$6.93M	Buy	9,776 +1,726	+21%	+$1.2M	0.76%	35
2025 Q4	$4.61M	Buy	8,050 +3,850	+92%	+$2.14M	0.4%	57
2025 Q3	$2M	Buy	+4,200	New	+$1.79M	0.1%	95
2024 Q3	–	Sell	-28,300	Closed	-$9.43M	–	133
2024 Q2	$9.43M	Buy	28,300 +21,400	+310%	+$7.42M	1.06%	23
2024 Q1	$2.53M	Sell	6,900 -1,500	-18%	-$479K	0.15%	80
2023 Q4	$2.48M	Buy	+8,400	New	+$2.18M	0.18%	89
2023 Q2	–	Sell	-10,032	Closed	-$2.24M	–	175
2023 Q1	$2.3M	Buy	+10,032	New	+$2.43M	0.54%	45
2021 Q3	–	Sell	-11,250	Closed	-$2.45M	–	128
2021 Q2	$2.45M	Sell	11,250 -250	-2%	-$57.7K	0.7%	35
2021 Q1	$2.67M	Buy	+11,500	New	+$2.38M	0.64%	42

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Symmetry Investments's CAT Position: Q1 2026 in Review

Symmetry Investments increased its Caterpillar (CAT) stake by 21% in Q1 2026, buying an estimated $1.2M and bringing the position to 9,776 shares worth $6.93M. The position accounts for 0.76% of the portfolio, ranked #35.

Symmetry Investments first reported a position in CAT in Q1 2021 and has held it in 9 quarters since. The position peaked at $9.43M in Q2 2024. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Symmetry Investments held 9,776 shares of Caterpillar worth $6.93M as of Q1 2026.
Symmetry Investments bought 1,726 Caterpillar shares in Q1 2026, an estimated $1.2M.
Caterpillar made up 0.76% of Symmetry Investments's portfolio in Q1 2026, its #35 holding.
Symmetry Investments first reported a position in Caterpillar in Q1 2021 and has held it in 9 quarters since.
Symmetry Investments's Caterpillar position peaked at $9.43M in Q2 2024.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Symmetry Investments's 13F filing for Q1 2026, filed 15 May 2026.