AG
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AIA Group’s Caterpillar CAT Stock Holding History

AIA Group’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
Q1 		$3.08M Sell
4,342
-12,058
-74% -$8.35M 0.04% 197
2025
Q4 		$9.4M Buy
16,400
+11,070
+208% +$6.15M 0.14% 103
2025
Q3 		$2.54M Buy
5,330
+2,024
+61% +$864K 0.05% 214
2025
Q2 		$1.28M Sell
3,306
-22,256
-87% -$7.42M 0.03% 208
2025
Q1 		$8.43M Sell
25,562
-11,750
-31% -$4.19M 0.21% 64
2024
Q4 		$13.5M Buy
37,312
+4,643
+14% +$1.8M 0.33% 43
2024
Q3 		$12.8M Sell
32,669
-25
-0.1% -$8.63K 0.33% 44
2024
Q2 		$10.9M Buy
32,694
+3,061
+10% +$1.06M 0.32% 42
2024
Q1 		$10.9M Sell
29,633
-204
-0.7% -$65.2K 0.35% 36
2023
Q4 		$8.82M Buy
29,837
+6,146
+26% +$1.59M 0.36% 41
2023
Q3 		$6.47M Buy
23,691
+6,398
+37% +$1.74M 0.32% 42
2023
Q2 		$4.25M Buy
17,293
+9,486
+122% +$2.11M 0.21% 52
2023
Q1 		$1.79M Buy
7,807
+1,274
+20% +$308K 0.1% 95
2022
Q4 		$1.57M Sell
6,533
-485
-7% -$106K 0.1% 89
2022
Q3 		$1.15M Buy
7,018
+2,060
+42% +$376K 0.08% 108
2022
Q2 		$886K Sell
4,958
-904
-15% -$191K 0.05% 170
2022
Q1 		$1.31M Buy
5,862
+4,083
+230% +$856K 0.06% 150
2021
Q4 		$368K Sell
1,779
-596
-25% -$120K 0.02% 210
2021
Q3 		$456K Buy
2,375
+777
+49% +$162K 0.03% 179
2021
Q2 		$325K Buy
+1,598
New +$369K 0.02% 171

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

AIA Group's CAT Position: Q1 2026 in Review

AIA Group reduced its Caterpillar (CAT) stake by 74% in Q1 2026, selling an estimated $8.35M and leaving 4,342 shares worth $3.08M. The position accounts for 0.04% of the portfolio, ranked #197.

AIA Group first reported a position in CAT in Q2 2021 and has held it in 20 quarters since. The position peaked at $13.5M in Q4 2024. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • AIA Group held 4,342 shares of Caterpillar worth $3.08M as of Q1 2026.
  • AIA Group sold 12,058 Caterpillar shares in Q1 2026, an estimated $8.35M.
  • Caterpillar made up 0.04% of AIA Group's portfolio in Q1 2026, its #197 holding.
  • AIA Group first reported a position in Caterpillar in Q2 2021 and has held it in 20 quarters since.
  • AIA Group's Caterpillar position peaked at $13.5M in Q4 2024.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on AIA Group's 13F filing for Q1 2026, filed 6 May 2026.