Cigna Investments’s Caterpillar CAT Stock Holding History

Cigna Investments’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	$4.6M	Sell	4,316 -103	-2%	-$90.5K	0.59%	27
2026 Q1	$3.13M	Sell	4,419 -74	-2%	-$51.3K	0.48%	29
2025 Q4	$2.57M	Buy	4,493 +19	+0.4%	+$10.6K	0.37%	41
2025 Q3	$2.13M	Sell	4,474 -87	-2%	-$37.1K	0.3%	47
2025 Q2	$1.77M	Sell	4,561 -288	-6%	-$96K	0.3%	59
2025 Q1	$1.6M	Sell	4,849 -153	-3%	-$54.5K	0.3%	63
2024 Q4	$1.81M	Sell	5,002 -30	-0.6%	-$11.6K	0.32%	52
2024 Q3	$1.97M	Sell	5,032 -36	-0.7%	-$12.4K	0.35%	45
2024 Q2	$1.69M	Sell	5,068 -333	-6%	-$115K	0.31%	54
2024 Q1	$1.98M	Sell	5,401 -51	-0.9%	-$16.3K	0.37%	46
2023 Q4	$1.61M	Sell	5,452 -70	-1%	-$18.2K	0.33%	57
2023 Q3	$1.51M	Sell	5,522 -742	-12%	-$201K	0.34%	54
2023 Q2	$1.54M	Sell	6,264 -66	-1%	-$14.7K	0.29%	63
2023 Q1	$1.45M	Sell	6,330 -138	-2%	-$33.4K	0.29%	67
2022 Q4	$1.55M	Sell	6,468 -43	-0.7%	-$9.36K	0.32%	65
2022 Q3	$1.07M	Sell	6,511 -390	-6%	-$71.2K	0.24%	88
2022 Q2	$1.23M	Sell	6,901 -2,678	-28%	-$564K	0.25%	82
2022 Q1	$2.13M	Sell	9,579 -2,710	-22%	-$568K	0.26%	74
2021 Q4	$2.54M	Sell	12,289 -4,525	-27%	-$911K	0.2%	89
2021 Q3	$3.23M	Sell	16,814 -373	-2%	-$77.7K	0.24%	84
2021 Q2	$3.74M	Sell	17,187 -2,465	-13%	-$569K	0.27%	77
2021 Q1	$4.56M	Buy	19,652 +689	+4%	+$143K	0.31%	67
2020 Q4	$3.45M	Buy	18,963 +1,422	+8%	+$241K	0.27%	76
2020 Q3	$2.62M	Sell	17,541 -23	-0.1%	-$3.23K	0.25%	80
2020 Q2	$2.22M	Buy	17,564 +2,084	+13%	+$247K	0.21%	93
2020 Q1	$1.8M	Buy	15,480 +960	+7%	+$123K	0.23%	90
2019 Q4	$1.91M	Sell	14,520 -1,993	-12%	-$278K	0.2%	106
2019 Q3	$2.27M	Buy	16,513 +650	+4%	+$82.6K	0.23%	88
2019 Q2	$2.09M	Sell	15,863 -794	-5%	-$105K	0.23%	92
2019 Q1	$2.26M	Sell	16,657 -565	-3%	-$75K	0.25%	77
2018 Q4	$2.19M	Buy	17,222 +34	+0.2%	+$4.42K	0.19%	78
2018 Q3	$2.09M	Sell	17,188 -1,716	-9%	-$243K	0.17%	87
2018 Q2	$2.56M	Sell	18,904 -2,609	-12%	-$390K	0.19%	78
2018 Q1	$3.17M	Sell	21,513 -115	-0.5%	-$18.2K	0.21%	67
2017 Q4	$3.41M	Sell	21,628 -808	-4%	-$112K	0.22%	63
2017 Q3	$2.8M	Sell	22,436 -155	-0.7%	-$17.9K	0.19%	78
2017 Q2	$2.43M	Sell	22,591 -1,310	-5%	-$133K	0.17%	89
2017 Q1	$2.22M	Buy	23,901 +2,562	+12%	+$243K	0.15%	102
2016 Q4	$1.98M	Buy	+21,339	New	+$1.93M	0.22%	96

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cigna Investments's CAT Position: Q2 2026 in Review

Cigna Investments reduced its Caterpillar (CAT) stake by 2.3% in Q2 2026, selling an estimated $90.5K and leaving 4,316 shares worth $4.6M. The position accounts for 0.59% of the portfolio, ranked #27.

Cigna Investments first reported a position in CAT in Q4 2016 and has held it in 39 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cigna Investments held 4,316 shares of Caterpillar worth $4.6M as of Q2 2026.
Cigna Investments sold 103 Caterpillar shares in Q2 2026, an estimated $90.5K.
Caterpillar made up 0.59% of Cigna Investments's portfolio in Q2 2026, its #27 holding.
Cigna Investments first reported a position in Caterpillar in Q4 2016 and has held it in 39 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cigna Investments's 13F filing for Q2 2026, filed 21 Jul 2026.