Alecta Tjanstepension Omsesidigt’s Caterpillar CAT Stock Holding History

Alecta Tjanstepension Omsesidigt’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	$234M	Sell	219,600 -28,900	-12%	-$25.4M	0.98%	27
2026 Q1	$176M	Hold	248,500	–	–	0.86%	35
2025 Q4	$142M	Sell	248,500 -80,100	-24%	-$44.5M	0.63%	48
2025 Q3	$157M	Hold	328,600	–	–	0.7%	40
2025 Q2	$128M	Hold	328,600	–	–	0.6%	51
2025 Q1	$108M	Buy	328,600 +197,000	+150%	+$70.2M	0.61%	49
2024 Q4	$47.8M	Buy	+131,600	New	+$51M	0.25%	55

Other funds holding CAT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt's CAT Position: Q2 2026 in Review

Alecta Tjanstepension Omsesidigt reduced its Caterpillar (CAT) stake by 12% in Q2 2026, selling an estimated $25.4M and leaving 219,600 shares worth $234M. The position accounts for 0.98% of the portfolio, ranked #27.

Alecta Tjanstepension Omsesidigt first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 2,116 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Alecta Tjanstepension Omsesidigt held 219,600 shares of Caterpillar worth $234M as of Q2 2026.
Alecta Tjanstepension Omsesidigt sold 28,900 Caterpillar shares in Q2 2026, an estimated $25.4M.
Caterpillar made up 0.98% of Alecta Tjanstepension Omsesidigt's portfolio in Q2 2026, its #27 holding.
Alecta Tjanstepension Omsesidigt first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
2,116 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Alecta Tjanstepension Omsesidigt's 13F filing for Q2 2026, filed 23 Jul 2026.