Factory Mutual Insurance’s Caterpillar CAT Stock Holding History

Factory Mutual 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	$68.2M	Sell	64,000 -100	-0.2%	-$87.8K	0.64%	35
2026 Q1	$45.4M	Buy	64,100 +500	+0.8%	+$346K	0.51%	49
2025 Q4	$36.4M	Sell	63,600 -500	-0.8%	-$278K	0.37%	68
2025 Q3	$30.6M	Hold	64,100	–	–	0.3%	79
2025 Q2	$24.9M	Hold	64,100	–	–	0.27%	99
2025 Q1	$21.1M	Hold	64,100	–	–	0.25%	107
2024 Q4	$23.3M	Hold	64,100	–	–	0.25%	104
2024 Q3	$25.1M	Hold	64,100	–	–	0.26%	104
2024 Q2	$21.4M	Hold	64,100	–	–	0.24%	104
2024 Q1	$23.5M	Sell	64,100 -52,600	-45%	-$16.8M	0.27%	100
2023 Q4	$34.5M	Hold	116,700	–	–	0.43%	64
2023 Q3	$31.9M	Sell	116,700 -25,100	-18%	-$6.81M	0.44%	66
2023 Q2	$34.9M	Sell	141,800 -21,600	-13%	-$4.82M	0.51%	61
2023 Q1	$37.4M	Hold	163,400	–	–	0.58%	53
2022 Q4	$39.1M	Sell	163,400 -31,100	-16%	-$6.77M	0.59%	54
2022 Q3	$31.9M	Sell	194,500 -30,700	-14%	-$5.61M	0.52%	64
2022 Q2	$40.3M	Sell	225,200 -25,600	-10%	-$5.39M	0.66%	56
2022 Q1	$55.9M	Hold	250,800	–	–	0.76%	40
2021 Q4	$52.5M	Sell	250,800 -28,957	-10%	-$5.83M	0.76%	44
2021 Q3	$53.7M	Sell	279,757 -68,800	-20%	-$14.3M	0.67%	47
2021 Q2	$75.9M	Sell	348,557 -21,928	-6%	-$5.06M	0.93%	34
2021 Q1	$85.9M	Sell	370,485 -109,015	-23%	-$22.6M	1.1%	22
2020 Q4	$87.3M	Buy	479,500 +6,700	+1%	+$1.14M	1.18%	21
2020 Q3	$70.5M	Hold	472,800	–	–	1.14%	23
2020 Q2	$59.8M	Hold	472,800	–	–	1.03%	29
2020 Q1	$54.9M	Buy	472,800 +18,500	+4%	+$2.36M	1.04%	27
2019 Q4	$67.1M	Sell	454,300 -2,500	-0.5%	-$349K	0.99%	30
2019 Q3	$57.7M	Hold	456,800	–	–	0.89%	36
2019 Q2	$62.3M	Hold	456,800	–	–	0.74%	48
2019 Q1	$64.2M	Buy	456,800 +900	+0.2%	+$120K	0.76%	48
2018 Q4	$57.9M	Buy	455,900 +133,300	+41%	+$17.3M	0.74%	49
2018 Q3	$49.2M	Buy	322,600 +122,000	+61%	+$17.3M	0.51%	72
2018 Q2	$27.2M	Hold	200,600	–	–	0.29%	111
2018 Q1	$29.6M	Buy	200,600 +85,700	+75%	+$13.5M	0.32%	106
2017 Q4	$18.1M	Buy	114,900 +8,400	+8%	+$1.17M	0.19%	132
2017 Q3	$13.3M	Buy	106,500 +1,500	+1%	+$173K	0.15%	139
2017 Q2	$11.3M	Hold	105,000	–	–	0.13%	139
2017 Q1	$9.74M	Hold	105,000	–	–	0.12%	145
2016 Q4	$9.83M	Hold	105,000	–	–	0.12%	145
2016 Q3	$9.32M	Sell	105,000 -20,000	-16%	-$1.64M	0.12%	148
2016 Q2	$9.48M	Hold	125,000	–	–	0.12%	142
2016 Q1	$9.57M	Sell	125,000 -181,000	-59%	-$12.1M	0.12%	151
2015 Q4	$20.8M	Sell	306,000 -198,000	-39%	-$13.8M	0.28%	116
2015 Q3	$32.9M	Sell	504,000 -34,200	-6%	-$2.62M	0.45%	80
2015 Q2	$45.6M	Sell	538,200 -20,000	-4%	-$1.72M	0.6%	64
2015 Q1	$44.7M	Buy	558,200 +20,000	+4%	+$1.66M	0.59%	65
2014 Q4	$49.3M	Hold	538,200	–	–	0.66%	54
2014 Q3	$53.3M	Sell	538,200 -82,800	-13%	-$8.78M	0.74%	44
2014 Q2	$67.5M	Sell	621,000 -40,000	-6%	-$4.2M	0.92%	34
2014 Q1	$65.7M	Sell	661,000 -95,000	-13%	-$8.96M	0.95%	34
2013 Q4	$68.7M	Hold	756,000	–	–	1.01%	29
2013 Q3	$63M	Buy	756,000 +13,000	+2%	+$1.1M	1%	30
2013 Q2	$61.3M	Buy	+743,000	New	+$63.2M	1%	29

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Factory Mutual Insurance's CAT Position: Q2 2026 in Review

Factory Mutual Insurance reduced its Caterpillar (CAT) stake by 0.16% in Q2 2026, selling an estimated $87.8K and leaving 64,000 shares worth $68.2M. The position accounts for 0.64% of the portfolio, ranked #35.

Factory Mutual Insurance first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. The position peaked at $87.3M in Q4 2020. 1,655 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Factory Mutual Insurance held 64,000 shares of Caterpillar worth $68.2M as of Q2 2026.
Factory Mutual Insurance sold 100 Caterpillar shares in Q2 2026, an estimated $87.8K.
Caterpillar made up 0.64% of Factory Mutual Insurance's portfolio in Q2 2026, its #35 holding.
Factory Mutual Insurance first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
Factory Mutual Insurance's Caterpillar position peaked at $87.3M in Q4 2020.
1,655 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Factory Mutual Insurance's 13F filing for Q2 2026, filed 21 Jul 2026.