Alphinity Investment Management
CAT icon

Alphinity Investment Management’s Caterpillar CAT Stock Holding History

Alphinity Investment Management’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
Q3 		$48.6M Sell
59,908
-223,440
-79% -$190M 1.08% 28
2026
Q2 		$302M Sell
283,348
-68,277
-19% -$60M 5.02% 7
2026
Q1 		$249M Sell
351,625
-88,621
-20% -$61.4M 4.39% 10
2025
Q4 		$252M Buy
+440,246
New +$245M 2.55% 24

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Alphinity Investment Management's CAT Position: Q3 2026 in Review

Alphinity Investment Management reduced its Caterpillar (CAT) stake by 79% in Q3 2026, selling an estimated $190M and leaving 59,908 shares worth $48.6M. The position accounts for 1.08% of the portfolio, ranked #28.

Alphinity Investment Management first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $302M in Q2 2026. 2,554 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Alphinity Investment Management held 59,908 shares of Caterpillar worth $48.6M as of Q3 2026.
  • Alphinity Investment Management sold 223,440 Caterpillar shares in Q3 2026, an estimated $190M.
  • Caterpillar made up 1.08% of Alphinity Investment Management's portfolio in Q3 2026, its #28 holding.
  • Alphinity Investment Management first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Alphinity Investment Management's Caterpillar position peaked at $302M in Q2 2026.
  • 2,554 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Alphinity Investment Management's 13F filing for Q3 2026, filed 2 Nov 2026.