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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
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
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

Elo Mutual Pension Insurance's CAT Position: Q1 2026 in Review

Elo Mutual Pension Insurance increased its Caterpillar (CAT) stake by 3.4% in Q1 2026, buying an estimated $513K and bringing the position to 22,470 shares worth $15.9M. The position accounts for 0.26% of the portfolio, ranked #63.

Elo Mutual Pension Insurance first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.2M in Q3 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Elo Mutual Pension Insurance held 22,470 shares of Caterpillar worth $15.9M as of Q1 2026.
  • Elo Mutual Pension Insurance bought 740 Caterpillar shares in Q1 2026, an estimated $513K.
  • Caterpillar made up 0.26% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #63 holding.
  • Elo Mutual Pension Insurance first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
  • Elo Mutual Pension Insurance's Caterpillar position peaked at $18.2M in Q3 2024.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.