Symmetry Partners’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.28M Buy
1,199
+604
+102% +$531K 0.07% 72
2026
Q1
$422K Buy
595
+16
+3% +$11.1K 0.02% 113
2025
Q4
$332K Buy
579
+59
+11% +$32.8K 0.02% 131
2025
Q3
$248K Buy
+520
New +$222K 0.03% 139
2025
Q1
Sell
-610
Closed -$221K 136
2024
Q4
$221K Sell
610
-186
-23% -$72.1K 0.03% 121
2024
Q3
$311K Sell
796
-4,224
-84% -$1.46M 0.07% 70
2024
Q2
$1.67M Sell
5,020
-1,029
-17% -$357K 0.09% 99
2024
Q1
$2.22M Sell
6,049
-134
-2% -$42.8K 0.17% 82
2023
Q4
$1.84M Sell
6,183
-815
-12% -$211K 0.1% 97
2023
Q3
$1.91M Buy
6,998
+2,480
+55% +$673K 0.1% 97
2023
Q2
$1.11M Sell
4,518
-5,702
-56% -$1.27M 0.06% 181
2023
Q1
$2.34M Buy
10,220
+5,880
+135% +$1.42M 0.13% 87
2022
Q4
$1.04M Sell
4,340
-1,343
-24% -$292K 0.06% 178
2022
Q3
$932K Hold
5,683
0.06% 175
2022
Q2
$1.02M Sell
5,683
-212
-4% -$44.7K 0.07% 166
2022
Q1
$1.31M Hold
5,895
0.08% 150
2021
Q4
$1.22M Sell
5,895
-200
-3% -$40.3K 0.08% 172
2021
Q3
$1.17M Sell
6,095
-784
-11% -$163K 0.08% 181
2021
Q2
$1.5M Hold
6,879
0.1% 142
2021
Q1
$1.59M Sell
6,879
-1,550
-18% -$321K 0.11% 124
2020
Q4
$1.53M Sell
8,429
-170
-2% -$28.8K 0.12% 116
2020
Q3
$1.28M Buy
+8,599
New +$1.21M 0.11% 119

Other funds holding CAT

Symmetry Partners's CAT Position: Q2 2026 in Review

Symmetry Partners increased its Caterpillar (CAT) stake by 102% in Q2 2026, buying an estimated $531K and bringing the position to 1,199 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #72.

Symmetry Partners first reported a position in CAT in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.34M in Q1 2023. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Symmetry Partners held 1,199 shares of Caterpillar worth $1.28M as of Q2 2026.
  • Symmetry Partners bought 604 Caterpillar shares in Q2 2026, an estimated $531K.
  • Caterpillar made up 0.07% of Symmetry Partners's portfolio in Q2 2026, its #72 holding.
  • Symmetry Partners first reported a position in Caterpillar in Q3 2020 and has held it in 22 quarters since.
  • Symmetry Partners's Caterpillar position peaked at $2.34M in Q1 2023.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.