Fosun International’s Caterpillar CAT Stock Holding History

Fosun International’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	$1.04M	Hold	978	–	–	0.23%	40
2026 Q1	$693K	Buy	+978	New	+$677K	0.17%	39
2023 Q4	–	Sell	-5,188	Closed	-$1.42M	–	50
2023 Q3	$1.42M	Buy	+5,188	New	+$1.41M	0.23%	29
2022 Q1	–	Sell	-5,810	Closed	-$1.21M	–	213
2021 Q4	$1.21M	Hold	5,810	–	–	0.07%	125
2021 Q3	$1.15M	Buy	5,810 +1,740	+43%	+$362K	0.06%	121
2021 Q2	$875K	Buy	4,070 +1,445	+55%	+$334K	0.05%	115
2021 Q1	$612K	Buy	2,625 +505	+24%	+$105K	0.05%	121
2020 Q4	$374K	Hold	2,120	–	–	0.02%	151
2020 Q3	$313K	Buy	+2,120	New	+$298K	0.03%	160

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fosun International's CAT Position: Q2 2026 in Review

Fosun International held its Caterpillar (CAT) position steady in Q2 2026 at 978 shares worth $1.04M. The position accounts for 0.23% of the portfolio, ranked #40.

Fosun International first reported a position in CAT in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.42M in Q3 2023. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Fosun International held 978 shares of Caterpillar worth $1.04M as of Q2 2026.
Fosun International left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.23% of Fosun International's portfolio in Q2 2026, its #40 holding.
Fosun International first reported a position in Caterpillar in Q3 2020 and has held it in 9 quarters since.
Fosun International's Caterpillar position peaked at $1.42M in Q3 2023.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fosun International's 13F filing for Q2 2026, filed 12 Aug 2026.