Fukoku Mutual Life Insurance’s Caterpillar CAT Stock Holding History

Fukoku Mutual Life 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	$2.57M	Buy	2,410 +599	+33%	+$526K	0.15%	56
2026 Q1	$1.28M	Hold	1,811	–	–	0.08%	60
2025 Q4	$1.04M	Sell	1,811 -162	-8%	-$90K	0.07%	67
2025 Q3	$941K	Hold	1,973	–	–	0.06%	69
2025 Q2	$766K	Sell	1,973 -551	-22%	-$184K	0.05%	89
2025 Q1	$832K	Sell	2,524 -30	-1%	-$10.7K	0.06%	74
2024 Q4	$926K	Buy	2,554 +590	+30%	+$229K	0.07%	70
2024 Q3	$768K	Hold	1,964	–	–	0.05%	85
2024 Q2	$654K	Sell	1,964 -175	-8%	-$60.7K	0.05%	90
2024 Q1	$784K	Hold	2,139	–	–	0.06%	80
2023 Q4	$632K	Hold	2,139	–	–	0.05%	109
2023 Q3	$584K	Hold	2,139	–	–	0.05%	109
2023 Q2	$526K	Hold	2,139	–	–	0.05%	104
2023 Q1	$489K	Sell	2,139 -1,131	-35%	-$273K	0.04%	112
2022 Q4	$783K	Buy	3,270 +30	+0.9%	+$6.53K	0.07%	78
2022 Q3	$532K	Sell	3,240 -110	-3%	-$20.1K	0.05%	106
2022 Q2	$599K	Sell	3,350 -310	-8%	-$65.3K	0.05%	100
2022 Q1	$816K	Sell	3,660 -100	-3%	-$21K	0.06%	88
2021 Q4	$777K	Sell	3,760 -2,860	-43%	-$576K	0.06%	109
2021 Q3	$1.27M	Buy	6,620 +2,840	+75%	+$591K	0.1%	89
2021 Q2	$823K	Hold	3,780	–	–	0.07%	101
2021 Q1	$876K	Hold	3,780	–	–	0.08%	74
2020 Q4	$688K	Hold	3,780	–	–	0.07%	83
2020 Q3	$564K	Buy	3,780 +1,100	+41%	+$155K	0.06%	105
2020 Q2	$339K	Buy	2,680 +100	+4%	+$11.9K	0.04%	143
2020 Q1	$299K	Sell	2,580 -600	-19%	-$76.6K	0.04%	130
2019 Q4	$470K	Sell	3,180 -3,620	-53%	-$505K	0.05%	128
2019 Q3	$859K	Buy	6,800 +3,700	+119%	+$470K	0.1%	80
2019 Q2	$422K	Sell	3,100 -200	-6%	-$26.4K	0.05%	115
2019 Q1	$447K	Buy	3,300 +600	+22%	+$79.7K	0.06%	99
2018 Q4	$343K	Sell	2,700 -2,000	-43%	-$260K	0.05%	123
2018 Q3	$717K	Sell	4,700 -1,000	-18%	-$141K	0.09%	79
2018 Q2	$773K	Buy	5,700 +3,000	+111%	+$448K	0.11%	71
2018 Q1	$398K	Hold	2,700	–	–	0.06%	103
2017 Q4	$425K	Hold	2,700	–	–	0.06%	92
2017 Q3	$337K	Buy	2,700 +300	+13%	+$34.5K	0.05%	130
2017 Q2	$258K	Hold	2,400	–	–	0.04%	167
2017 Q1	$223K	Hold	2,400	–	–	0.04%	158
2016 Q4	$223K	Hold	2,400	–	–	0.04%	161
2016 Q3	$213K	Sell	2,400 -200	-8%	-$16.4K	0.04%	154
2016 Q2	$197K	Hold	2,600	–	–	0.04%	166
2016 Q1	$199K	Hold	2,600	–	–	0.04%	172
2015 Q4	$177K	Hold	2,600	–	–	0.03%	215
2015 Q3	$170K	Hold	2,600	–	–	0.03%	203
2015 Q2	$221K	Hold	2,600	–	–	0.04%	185
2015 Q1	$208K	Sell	2,600 -100	-4%	-$8.31K	0.03%	182
2014 Q4	$247K	Hold	2,700	–	–	0.04%	176
2014 Q3	$267K	Hold	2,700	–	–	0.05%	168
2014 Q2	$293K	Hold	2,700	–	–	0.06%	159
2014 Q1	$268K	Hold	2,700	–	–	0.06%	164
2013 Q4	$245K	Hold	2,700	–	–	0.05%	191
2013 Q3	$225K	Hold	2,700	–	–	0.05%	201
2013 Q2	$223K	Buy	+2,700	New	+$230K	0.05%	184

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Fukoku Mutual Life Insurance's CAT Position: Q2 2026 in Review

Fukoku Mutual Life Insurance increased its Caterpillar (CAT) stake by 33% in Q2 2026, buying an estimated $526K and bringing the position to 2,410 shares worth $2.57M. The position accounts for 0.15% of the portfolio, ranked #56.

Fukoku Mutual Life Insurance first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Fukoku Mutual Life Insurance held 2,410 shares of Caterpillar worth $2.57M as of Q2 2026.
Fukoku Mutual Life Insurance bought 599 Caterpillar shares in Q2 2026, an estimated $526K.
Caterpillar made up 0.15% of Fukoku Mutual Life Insurance's portfolio in Q2 2026, its #56 holding.
Fukoku Mutual Life Insurance first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Fukoku Mutual Life Insurance's 13F filing for Q2 2026, filed 24 Jul 2026.