Fjarde Ap-fonden’s Caterpillar CAT Stock Holding History

Fjarde Ap-fonden’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	$186M	Sell	175,084 -12,480	-7%	-$11M	0.89%	21
2026 Q1	$133M	Buy	187,564 +69,640	+59%	+$48.2M	0.72%	23
2025 Q4	$67.6M	Sell	117,924 -4,560	-4%	-$2.53M	0.57%	28
2025 Q3	$58.4M	Buy	122,484 +3,938	+3%	+$1.68M	0.5%	37
2025 Q2	$46M	Buy	118,546 +16,700	+16%	+$5.57M	0.42%	44
2025 Q1	$33.6M	Buy	101,846 +1,400	+1%	+$499K	0.4%	50
2024 Q4	$36.4M	Sell	100,446 -10,100	-9%	-$3.92M	0.37%	43
2024 Q3	$43.2M	Buy	+110,546	New	+$38.2M	0.44%	38
2024 Q1	$41.9M	Sell	114,346 -2,138	-2%	-$683K	0.46%	40
2023 Q4	$34.4M	Buy	116,484 +23,615	+25%	+$6.13M	0.43%	41
2023 Q3	$25.4M	Sell	92,869 -7,500	-7%	-$2.03M	0.34%	53
2023 Q2	$24.7M	Buy	100,369 +9,000	+10%	+$2.01M	0.3%	60
2023 Q1	$20.9M	Sell	91,369 -10,400	-10%	-$2.51M	0.28%	78
2022 Q4	$24.4M	Sell	101,769 -4,200	-4%	-$914K	0.35%	60
2022 Q3	$18.9M	Hold	105,969	–	–	0.24%	86
2022 Q2	$18.9M	Sell	105,969 -30,400	-22%	-$6.41M	0.24%	86
2022 Q1	$30.4M	Sell	136,369 -16,380	-11%	-$3.44M	0.3%	66
2021 Q4	$31.6M	Sell	152,749 -7,900	-5%	-$1.59M	0.28%	72
2021 Q3	$30.8M	Sell	160,649 -800	-0.5%	-$167K	0.28%	72
2021 Q2	$35.1M	Sell	161,449 -5,300	-3%	-$1.22M	0.32%	66
2021 Q1	$38.7M	Buy	166,749 +600	+0.4%	+$124K	0.35%	57
2020 Q4	$30.2M	Sell	166,149 -900	-0.5%	-$153K	0.29%	63
2020 Q3	$24.9M	Buy	167,049 +4,400	+3%	+$618K	0.27%	71
2020 Q2	$20.6M	Buy	162,649 +8,600	+6%	+$1.02M	0.26%	75
2020 Q1	$17.9M	Sell	154,049 -15,400	-9%	-$1.97M	0.29%	69
2019 Q4	$25M	Sell	169,449 -44,200	-21%	-$6.17M	0.31%	64
2019 Q3	$27M	Buy	213,649 +4,721	+2%	+$600K	0.35%	57
2019 Q2	$28.5M	Sell	208,928 -2,500	-1%	-$330K	0.36%	54
2019 Q1	$28.6M	Buy	211,428 +33,780	+19%	+$4.49M	0.36%	54
2018 Q4	$22.6M	Buy	177,648 +16,200	+10%	+$2.11M	0.39%	48
2018 Q3	$24.6M	Sell	161,448 -6,379	-4%	-$902K	0.36%	60
2018 Q2	$22.8M	Sell	167,827 -3,536	-2%	-$528K	0.34%	60
2018 Q1	$25.3M	Buy	171,363 +2,324	+1%	+$367K	0.39%	54
2017 Q4	$26.6M	Buy	169,039 +25,697	+18%	+$3.56M	0.4%	49
2017 Q3	$17.9M	Buy	143,342 +4,571	+3%	+$526K	0.34%	62
2017 Q2	$14.9M	Buy	138,771 +20,827	+18%	+$2.12M	0.3%	73
2017 Q1	$10.9M	Sell	117,944 -8,222	-7%	-$778K	0.26%	83
2016 Q4	$11.7M	Sell	126,166 -13,392	-10%	-$1.21M	0.27%	80
2016 Q3	$12.4M	Buy	139,558 +5,251	+4%	+$430K	0.27%	79
2016 Q2	$10.2M	Buy	134,307 +636	+0.5%	+$47.6K	0.24%	92
2016 Q1	$10.2M	Buy	133,671 +19,407	+17%	+$1.3M	0.24%	93
2015 Q4	$7.77M	Buy	114,264 +4,431	+4%	+$310K	0.2%	110
2015 Q3	$7.18M	Sell	109,833 -8,561	-7%	-$655K	0.2%	114
2015 Q2	$10M	Sell	118,394 -9,044	-7%	-$778K	0.24%	95
2015 Q1	$10.2M	Sell	127,438 -12,406	-9%	-$1.03M	0.23%	96
2014 Q4	$12.8M	Sell	139,844 -7,079	-5%	-$689K	0.28%	86
2014 Q3	$14.6M	Sell	146,923 -26,616	-15%	-$2.82M	0.31%	71
2014 Q2	$18.9M	Sell	173,539 -9,353	-5%	-$982K	0.37%	55
2014 Q1	$18.2M	Buy	182,892 +3,316	+2%	+$313K	0.36%	56
2013 Q4	$16.3M	Sell	179,576 -15,195	-8%	-$1.3M	0.34%	64
2013 Q3	$16.2M	Sell	194,771 -11,596	-6%	-$981K	0.35%	62
2013 Q2	$17M	Buy	+206,367	New	+$17.5M	0.35%	59

Other funds holding CAT

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

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

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 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

Fjarde Ap-fonden's CAT Position: Q2 2026 in Review

Fjarde Ap-fonden reduced its Caterpillar (CAT) stake by 6.7% in Q2 2026, selling an estimated $11M and leaving 175,084 shares worth $186M. The position accounts for 0.89% of the portfolio, ranked #21.

Fjarde Ap-fonden first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Fjarde Ap-fonden held 175,084 shares of Caterpillar worth $186M as of Q2 2026.
Fjarde Ap-fonden sold 12,480 Caterpillar shares in Q2 2026, an estimated $11M.
Caterpillar made up 0.89% of Fjarde Ap-fonden's portfolio in Q2 2026, its #21 holding.
Fjarde Ap-fonden first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fjarde Ap-fonden's 13F filing for Q2 2026, filed 29 Jul 2026.