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 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	$374	Hold	2,120	–	–	0.02%	151
2020 Q3	$313K	Buy	+2,120	New	+$298K	0.03%	160

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fosun International's CAT Position: Q1 2026 in Review

Fosun International opened a new position in Caterpillar (CAT) in Q1 2026: 978 shares worth $693K. The stake represents 0.17% of the portfolio and ranks #39 among its holdings. This is a return to the name: Fosun International previously reported a position in CAT as recently as Q3 2023.

Fosun International first reported a position in CAT in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.42M in Q3 2023. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Fosun International held 978 shares of Caterpillar worth $693K as of Q1 2026.
Caterpillar was a new Fosun International position in Q1 2026.
Caterpillar made up 0.17% of Fosun International's portfolio in Q1 2026, its #39 holding.
Fosun International first reported a position in Caterpillar in Q3 2020 and has held it in 8 quarters since.
Fosun International's Caterpillar position peaked at $1.42M in Q3 2023.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Fosun International's 13F filing for Q1 2026, filed 14 May 2026.