E Fund Management (HK)’s Caterpillar CAT Stock Holding History

E Fund Management (HK)’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	$151K	Sell	142 -7	-5%	-$6.15K	0.05%	167
2026 Q1	$106K	Buy	149 +41	+38%	+$28.4K	0.05%	151
2025 Q4	$74.6K	Sell	108 -236	-69%	-$131K	0.03%	170
2025 Q3	$164K	Buy	+344	New	+$147K	0.1%	55

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

E Fund Management (HK)'s CAT Position: Q2 2026 in Review

E Fund Management (HK) reduced its Caterpillar (CAT) stake by 4.7% in Q2 2026, selling an estimated $6.15K and leaving 142 shares worth $151K. The position accounts for 0.05% of the portfolio, ranked #167.

E Fund Management (HK) first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $164K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

E Fund Management (HK) held 142 shares of Caterpillar worth $151K as of Q2 2026.
E Fund Management (HK) sold 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
Caterpillar made up 0.05% of E Fund Management (HK)'s portfolio in Q2 2026, its #167 holding.
E Fund Management (HK) first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
E Fund Management (HK)'s Caterpillar position peaked at $164K in Q3 2025.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on E Fund Management (HK)'s 13F filing for Q2 2026, filed 22 Jul 2026.