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Generali Investments CEE’s Caterpillar CAT Stock Holding History

Generali Investments CEE’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 		$7M Sell
6,577
-268
-4% -$235K 0.33% 87
2026
Q1 		$4.85M Sell
6,845
-1,529
-18% -$1.06M 0.25% 113
2025
Q4 		$4.8M Sell
8,374
-5,157
-38% -$2.87M 0.34% 90
2025
Q3 		$6.46M Sell
13,531
-2,769
-17% -$1.18M 0.49% 59
2025
Q2 		$6.33M Hold
16,300
– – 0.52% 50
2025
Q1 		$5.38M Buy
16,300
+3,000
+23% +$1.07M 0.5% 56
2024
Q4 		$4.82M Buy
+13,300
New +$5.16M 0.5% 58

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Generali Investments CEE's CAT Position: Q2 2026 in Review

Generali Investments CEE reduced its Caterpillar (CAT) stake by 3.9% in Q2 2026, selling an estimated $235K and leaving 6,577 shares worth $7M. The position accounts for 0.33% of the portfolio, ranked #87.

Generali Investments CEE first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Generali Investments CEE held 6,577 shares of Caterpillar worth $7M as of Q2 2026.
  • Generali Investments CEE sold 268 Caterpillar shares in Q2 2026, an estimated $235K.
  • Caterpillar made up 0.33% of Generali Investments CEE's portfolio in Q2 2026, its #87 holding.
  • Generali Investments CEE first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Generali Investments CEE's 13F filing for Q2 2026, filed 13 Jul 2026.