ALAM
CAT icon

Asahi Life Asset Management’s Caterpillar CAT Stock Holding History

Asahi Life Asset 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
Q1 		$6.44M Buy
9,087
+288
+3% +$199K 4.16% 5
2025
Q4 		$5.04M Sell
8,799
-399
-4% -$222K 2.81% 7
2025
Q3 		$4.39M Sell
9,198
-1,825
-17% -$779K 2.43% 8
2025
Q2 		$4.28M Buy
11,023
+2,145
+24% +$715K 2.5% 7
2025
Q1 		$2.93M Sell
8,878
-38
-0.4% -$13.5K 1.9% 13
2024
Q4 		$3.23M Sell
8,916
-427
-5% -$166K 1.97% 12
2024
Q3 		$3.65M Sell
9,343
-1,282
-12% -$443K 2.21% 10
2024
Q2 		$3.54M Sell
10,625
-2,518
-19% -$873K 2.43% 8
2024
Q1 		$4.82M Sell
13,143
-5,150
-28% -$1.65M 2.89% 7
2023
Q4 		$5.41M Sell
18,293
-13,029
-42% -$3.38M 2.92% 6
2023
Q3 		$8.55M Sell
31,322
-229
-0.7% -$62.1K 2.95% 9
2023
Q2 		$7.76M Sell
31,551
-3,413
-10% -$761K 2.55% 11
2023
Q1 		$8M Buy
34,964
+1,130
+3% +$273K 2.54% 10
2022
Q4 		$8.11M Sell
33,834
-11,915
-26% -$2.59M 2.68% 9
2022
Q3 		$7.51M Sell
45,749
-1,933
-4% -$353K 2.32% 14
2022
Q2 		$8.52M Sell
47,682
-48,870
-51% -$10.3M 2.28% 13
2022
Q1 		$21.5M Buy
96,552
+5,026
+5% +$1.05M 2.96% 11
2021
Q4 		$18.9M Sell
91,526
-3,597
-4% -$724K 2.4% 14
2021
Q3 		$18.3M Sell
95,123
-7,808
-8% -$1.63M 2.49% 15
2021
Q2 		$22.4M Sell
102,931
-9,007
-8% -$2.08M 2.99% 12
2021
Q1 		$26M Sell
111,938
-13,421
-11% -$2.78M 3.52% 7
2020
Q4 		$22.8M Buy
125,359
+2,920
+2% +$495K 2.92% 13
2020
Q3 		$18.3M Buy
122,439
+1,343
+1% +$189K 2.69% 14
2020
Q2 		$15.3M Sell
121,096
-7,138
-6% -$846K 2.52% 12
2020
Q1 		$14.9M Buy
128,234
+4,281
+3% +$547K 2.67% 13
2019
Q4 		$18.3M Buy
123,953
+5,225
+4% +$729K 2.7% 14
2019
Q3 		$15M Buy
118,728
+23,203
+24% +$2.95M 2.43% 17
2019
Q2 		$13M Sell
95,525
-32,875
-26% -$4.34M 2.6% 14
2019
Q1 		$17.4M Sell
128,400
-26,204
-17% -$3.48M 2.85% 13
2018
Q4 		$19.6M Buy
+154,604
New +$20.1M 3.07% 11

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

Asahi Life Asset Management's CAT Position: Q1 2026 in Review

Asahi Life Asset Management increased its Caterpillar (CAT) stake by 3.3% in Q1 2026, buying an estimated $199K and bringing the position to 9,087 shares worth $6.44M. The position accounts for 4.16% of the portfolio, ranked #5.

Asahi Life Asset Management first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. The position peaked at $26M in Q1 2021. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Asahi Life Asset Management held 9,087 shares of Caterpillar worth $6.44M as of Q1 2026.
  • Asahi Life Asset Management bought 288 Caterpillar shares in Q1 2026, an estimated $199K.
  • Caterpillar made up 4.16% of Asahi Life Asset Management's portfolio in Q1 2026, its #5 holding.
  • Asahi Life Asset Management first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
  • Asahi Life Asset Management's Caterpillar position peaked at $26M in Q1 2021.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Asahi Life Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.