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AEGON Asset Management (UK)’s Caterpillar CAT Stock Holding History

AEGON Asset Management (UK)’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 		$50.2M Buy
+47,152
New +$41.4M 0.54% 43
2025
Q2 		– Sell
-63,053
Closed -$20.8M – 155
2025
Q1 		$20.8M Sell
63,053
-21,147
-25% -$7.53M 0.3% 82
2024
Q4 		$30.6M Sell
84,200
-13,082
-13% -$5.07M 0.4% 62
2024
Q3 		$38M Buy
97,282
+879
+0.9% +$304K 0.52% 48
2024
Q2 		$32.1M Buy
96,403
+85,156
+757% +$29.5M 0.45% 55
2024
Q1 		$4.12M Sell
11,247
-345
-3% -$110K 0.06% 106
2023
Q4 		$3.43M Buy
+11,592
New +$3.01M 0.05% 108
2023
Q2 		$3.41M Sell
13,871
-385
-3% -$85.8K 0.06% 116
2023
Q1 		$3.26M Hold
14,256
– – 0.06% 118
2022
Q4 		$3.42M Buy
14,256
+4,506
+46% +$981K 0.06% 116
2022
Q3 		$1.6M Sell
9,750
-604
-6% -$110K 0.03% 135
2022
Q2 		$1.85M Buy
10,354
+851
+9% +$179K 0.03% 136
2022
Q1 		$2.12M Sell
9,503
-2,335
-20% -$490K 0.03% 147
2021
Q4 		$2.45M Sell
11,838
-3,498
-23% -$704K 0.03% 159
2021
Q3 		$2.94M Hold
15,336
– – 0.04% 141
2021
Q2 		$3.34M Hold
15,336
– – 0.05% 135
2021
Q1 		$3.56M Buy
15,336
+1,683
+12% +$348K 0.05% 127
2020
Q4 		$2.48M Buy
13,653
+2,757
+25% +$468K 0.04% 148
2020
Q3 		$1.62M Buy
10,896
+746
+7% +$105K 0.03% 140
2020
Q2 		$1.28M Hold
10,150
– – 0.03% 147
2020
Q1 		$1.18M Sell
10,150
-9,032
-47% -$1.15M 0.03% 141
2019
Q4 		$2.83M Hold
19,182
– – 0.07% 106
2019
Q3 		$2.42M Buy
+19,182
New +$2.44M 0.06% 112

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

AEGON Asset Management (UK)'s CAT Position: Q2 2026 in Review

AEGON Asset Management (UK) opened a new position in Caterpillar (CAT) in Q2 2026: 47,152 shares worth $50.2M. The stake represents 0.54% of the portfolio and ranks #43 among its holdings. This is a return to the name: AEGON Asset Management (UK) previously reported a position in CAT as recently as Q1 2025.

AEGON Asset Management (UK) first reported a position in CAT in Q3 2019 and has held it in 23 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • AEGON Asset Management (UK) held 47,152 shares of Caterpillar worth $50.2M as of Q2 2026.
  • Caterpillar was a new AEGON Asset Management (UK) position in Q2 2026.
  • Caterpillar made up 0.54% of AEGON Asset Management (UK)'s portfolio in Q2 2026, its #43 holding.
  • AEGON Asset Management (UK) first reported a position in Caterpillar in Q3 2019 and has held it in 23 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on AEGON Asset Management (UK)'s 13F filing for Q2 2026, filed 13 Jul 2026.