AustralianSuper’s Caterpillar CAT Stock Holding History

AustralianSuper’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	$20M	Buy	+28,242	New	+$19.6M	0.1%	145
2024 Q4	–	Sell	-18,550	Closed	-$7.26M	–	223
2024 Q3	$7.26M	Hold	18,550	–	–	0.04%	132
2024 Q2	$6.18M	Sell	18,550 -451	-2%	-$156K	0.04%	135
2024 Q1	$6.91M	Buy	19,001 +572	+3%	+$183K	0.04%	134
2023 Q4	$5.45M	Sell	18,429 -1,597	-8%	-$414K	0.03%	162
2023 Q3	$5.47M	Buy	20,026 +8,218	+70%	+$2.23M	0.04%	140
2023 Q2	$2.91M	Buy	11,808 +1,484	+14%	+$331K	0.02%	195
2023 Q1	$2.36M	Buy	+10,324	New	+$2.5M	0.01%	170
2020 Q3	–	Sell	-62,503	Closed	-$7.91M	–	153
2020 Q2	$7.91M	Buy	+62,503	New	+$7.41M	0.08%	109
2017 Q4	–	Sell	-52,400	Closed	-$6.54M	–	43
2017 Q3	$6.54M	Buy	+52,400	New	+$6.03M	0.3%	48

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AustralianSuper's CAT Position: Q1 2026 in Review

AustralianSuper opened a new position in Caterpillar (CAT) in Q1 2026: 28,242 shares worth $20M. The stake represents 0.1% of the portfolio and ranks #145 among its holdings. This is a return to the name: AustralianSuper previously reported a position in CAT as recently as Q3 2024.

AustralianSuper first reported a position in CAT in Q3 2017 and has held it in 10 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

AustralianSuper held 28,242 shares of Caterpillar worth $20M as of Q1 2026.
Caterpillar was a new AustralianSuper position in Q1 2026.
Caterpillar made up 0.1% of AustralianSuper's portfolio in Q1 2026, its #145 holding.
AustralianSuper first reported a position in Caterpillar in Q3 2017 and has held it in 10 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on AustralianSuper's 13F filing for Q1 2026, filed 7 May 2026.