AIM
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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
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

New York State Common Retirement Fund
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Alphinity Investment Management's CAT Position: Q2 2026 in Review

Alphinity Investment Management reduced its Caterpillar (CAT) stake by 19% in Q2 2026, selling an estimated $60M and leaving 283,348 shares worth $302M. The position accounts for 5.02% of the portfolio, ranked #7.

Alphinity Investment Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 1,745 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Alphinity Investment Management held 283,348 shares of Caterpillar worth $302M as of Q2 2026.
  • Alphinity Investment Management sold 68,277 Caterpillar shares in Q2 2026, an estimated $60M.
  • Caterpillar made up 5.02% of Alphinity Investment Management's portfolio in Q2 2026, its #7 holding.
  • Alphinity Investment Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 1,745 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Alphinity Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.