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 Q2	$26.5M	Buy	24,866 +15,090	+154%	+$13.3M	1.79%	11
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 $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

Symmetry Investments's CAT Position: Q2 2026 in Review

Symmetry Investments increased its Caterpillar (CAT) stake by 154% in Q2 2026, buying an estimated $13.3M and bringing the position to 24,866 shares worth $26.5M. The position accounts for 1.79% of the portfolio, ranked #11.

Symmetry Investments first reported a position in CAT in Q1 2021 and has held it in 10 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Symmetry Investments held 24,866 shares of Caterpillar worth $26.5M as of Q2 2026.
Symmetry Investments bought 15,090 Caterpillar shares in Q2 2026, an estimated $13.3M.
Caterpillar made up 1.79% of Symmetry Investments's portfolio in Q2 2026, its #11 holding.
Symmetry Investments first reported a position in Caterpillar in Q1 2021 and has held it in 10 quarters since.
4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Symmetry Investments's 13F filing for Q2 2026, filed 14 Aug 2026.