Achmea Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-127,258
| Closed | -$60.7M | – | 150 |
|
|
2025
Q3 | $60.7M | Sell |
127,258
-645
| -0.5% | -$275K | 0.75% | 23 |
|
|
2025
Q2 | $49.7M | Buy |
127,903
+6,769
| +6% | +$2.26M | 0.64% | 33 |
|
|
2025
Q1 | $40M | Buy |
121,134
+12,516
| +12% | +$4.46M | 0.58% | 38 |
|
|
2024
Q4 | $39.4M | Sell |
108,618
-5,465
| -5% | -$2.12M | 0.65% | 30 |
|
|
2024
Q3 | $44.6M | Buy |
114,083
+42,370
| +59% | +$14.6M | 0.74% | 26 |
|
|
2024
Q2 | $23.9M | Buy |
71,713
+35,918
| +100% | +$12.5M | 0.43% | 54 |
|
|
2024
Q1 | $13.1M | Hold |
35,795
| – | – | 0.25% | 104 |
|
|
2023
Q4 | $10.6M | Sell |
35,795
-1,951
| -5% | -$506K | 0.22% | 111 |
|
|
2023
Q3 | $10.3M | Buy |
37,746
+1,856
| +5% | +$504K | 0.22% | 111 |
|
|
2023
Q2 | $8.83M | Buy |
35,890
+13,375
| +59% | +$2.98M | 0.19% | 131 |
|
|
2023
Q1 | $5.15M | Buy |
22,515
+2,580
| +13% | +$624K | 0.15% | 166 |
|
|
2022
Q4 | $4.47M | Buy |
19,935
+716
| +4% | +$156K | 0.15% | 171 |
|
|
2022
Q3 | $3.15M | Sell |
19,219
-6,239
| -25% | -$1.14M | 0.11% | 203 |
|
|
2022
Q2 | $4.55M | Hold |
25,458
| – | – | 0.15% | 164 |
|
|
2022
Q1 | $5.67M | Hold |
25,458
| – | – | 0.15% | 169 |
|
|
2021
Q4 | $5.26M | Hold |
25,458
| – | – | 0.25% | 87 |
|
|
2021
Q3 | $4.89M | Buy |
25,458
+822
| +3% | +$171K | 0.15% | 192 |
|
|
2021
Q2 | $5.36M | Sell |
24,636
-6,007
| -20% | -$1.39M | 0.18% | 153 |
|
|
2021
Q1 | $7.11M | Hold |
30,643
| – | – | 0.25% | 111 |
|
|
2020
Q4 | $5.58M | Hold |
30,643
| – | – | 0.2% | 139 |
|
|
2020
Q3 | $4.57M | Buy |
+30,643
| New | +$4.3M | 0.19% | 141 |
|
|
2020
Q1 | – | Sell |
-48,206
| Closed | -$7.12M | – | 299 |
|
|
2019
Q4 | $7.12M | Sell |
48,206
-7,915
| -14% | -$1.1M | 0.27% | 88 |
|
|
2019
Q3 | $7.09M | Hold |
56,121
| – | – | 0.28% | 91 |
|
|
2019
Q2 | $7.65M | Sell |
56,121
-1,930
| -3% | -$255K | 0.29% | 83 |
|
|
2019
Q1 | $7.87M | Sell |
58,051
-1,262
| -2% | -$168K | 0.33% | 68 |
|
|
2018
Q4 | $7.54M | Sell |
59,313
-49,911
| -46% | -$6.49M | 0.35% | 66 |
|
|
2018
Q3 | $16.7M | Sell |
109,224
-12,437
| -10% | -$1.76M | 0.63% | 31 |
|
|
2018
Q2 | $16.5M | Hold |
121,661
| – | – | 0.58% | 35 |
|
|
2018
Q1 | $17.9M | Sell |
121,661
-2,290
| -2% | -$362K | 0.61% | 33 |
|
|
2017
Q4 | $19.5M | Buy |
123,951
+63,027
| +103% | +$8.74M | 0.66% | 32 |
|
|
2017
Q3 | $7.59M | Buy |
60,924
+26,877
| +79% | +$3.1M | 0.43% | 55 |
|
|
2017
Q2 | $3.66M | Sell |
34,047
-4,067
| -11% | -$413K | 0.22% | 116 |
|
|
2017
Q1 | $3.54M | Buy |
+38,114
| New | +$3.61M | 0.17% | 160 |
|
Other funds holding CAT
Achmea Investment Management's CAT Position: Q4 2025 in Review
Achmea Investment Management sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 127,258 shares — an estimated $60.7M sold.
Achmea Investment Management first reported a position in CAT in Q1 2017 and held it in 33 quarters. The position peaked at $60.7M in Q3 2025. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.
- Achmea Investment Management reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
- Achmea Investment Management sold 127,258 Caterpillar shares in Q4 2025, an estimated $60.7M.
- Achmea Investment Management first reported a position in Caterpillar in Q1 2017 and held it in 33 quarters.
- Achmea Investment Management's Caterpillar position peaked at $60.7M in Q3 2025.
- 3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.
Based on Achmea Investment Management's 13F filing for Q4 2025, filed 18 Feb 2026.