Elo Mutual Pension Insurance’s Caterpillar CAT Stock Holding History

Elo Mutual Pension Insurance’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	$38.6M	Buy	36,253 +13,783	+61%	+$12.1M	0.5%	37
2026 Q1	$15.9M	Buy	22,470 +740	+3%	+$513K	0.26%	63
2025 Q4	$12.4M	Sell	21,730 -2,976	-12%	-$1.65M	0.19%	97
2025 Q3	$11.8M	Sell	24,706 -14,642	-37%	-$6.25M	0.19%	91
2025 Q2	$15.3M	Buy	39,348 +235	+0.6%	+$78.3K	0.31%	60
2025 Q1	$12.9M	Sell	39,113 -3,504	-8%	-$1.25M	0.29%	67
2024 Q4	$15.5M	Sell	42,617 -3,855	-8%	-$1.5M	0.33%	52
2024 Q3	$18.2M	Buy	46,472 +3,687	+9%	+$1.27M	0.39%	46
2024 Q2	$14.3M	Sell	42,785 -3,731	-8%	-$1.29M	0.33%	56
2024 Q1	$17M	Buy	46,516 +1,977	+4%	+$632K	0.4%	49
2023 Q4	$13.2M	Buy	44,539 +1,421	+3%	+$369K	0.35%	55
2023 Q3	$11.8M	Buy	43,118 +627	+1%	+$170K	0.36%	53
2023 Q2	$10.5M	Buy	42,491 +937	+2%	+$209K	0.31%	61
2023 Q1	$9.51M	Buy	41,554 +687	+2%	+$166K	0.3%	62
2022 Q4	$9.79M	Buy	40,867 +807	+2%	+$176K	0.34%	60
2022 Q3	$6.57M	Sell	40,060 -2,180	-5%	-$398K	0.25%	77
2022 Q2	$7.55M	Sell	42,240 -304	-0.7%	-$64.1K	0.25%	70
2022 Q1	$9.48M	Buy	42,544 +944	+2%	+$198K	0.27%	68
2021 Q4	$8.6M	Buy	41,600 +3,438	+9%	+$692K	0.24%	79
2021 Q3	$7.33M	Hold	38,162	–	–	0.24%	78
2021 Q2	$8.3M	Sell	38,162 -1,030	-3%	-$238K	0.28%	72
2021 Q1	$9.09M	Buy	39,192 +692	+2%	+$143K	0.3%	63
2020 Q4	$7.01M	Buy	+38,500	New	+$6.53M	0.23%	78

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Elo Mutual Pension Insurance's CAT Position: Q2 2026 in Review

Elo Mutual Pension Insurance increased its Caterpillar (CAT) stake by 61% in Q2 2026, buying an estimated $12.1M and bringing the position to 36,253 shares worth $38.6M. The position accounts for 0.5% of the portfolio, ranked #37.

Elo Mutual Pension Insurance first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 4,066 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Elo Mutual Pension Insurance held 36,253 shares of Caterpillar worth $38.6M as of Q2 2026.
Elo Mutual Pension Insurance bought 13,783 Caterpillar shares in Q2 2026, an estimated $12.1M.
Caterpillar made up 0.5% of Elo Mutual Pension Insurance's portfolio in Q2 2026, its #37 holding.
Elo Mutual Pension Insurance first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
4,066 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.