SI
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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
2023
Q3 		– Sell
-110,000
Closed -$27.1M – 153
2023
Q2 		$27.1M Buy
110,000
+70,000
+175% +$15.6M 4.13% 5
2023
Q1 		$9.15M Buy
+40,000
New +$9.67M 2.17% 13

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
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. 3,737 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.
  • 3,737 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.