Generali Investments Management’s Caterpillar CAT Stock Holding History

Generali Investments Management’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	$3M	Buy	2,814 +1,606	+133%	+$1.41M	0.65%	31
2026 Q1	$856K	Sell	1,208 -1,321	-52%	-$915K	0.2%	82
2025 Q4	$1.45M	Sell	2,529 -121	-5%	-$67.3K	0.29%	60
2025 Q3	$1.26M	Hold	2,650	–	–	0.26%	73
2025 Q2	$1.03M	Hold	2,650	–	–	0.23%	87
2025 Q1	$874K	Buy	2,650 +223	+9%	+$79.4K	0.25%	81
2024 Q4	$880K	Buy	+2,427	New	+$941K	0.23%	77

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Generali Investments Management increased its Caterpillar (CAT) stake by 133% in Q2 2026, buying an estimated $1.41M and bringing the position to 2,814 shares worth $3M. The position accounts for 0.65% of the portfolio, ranked #31.

Generali Investments Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Generali Investments Management held 2,814 shares of Caterpillar worth $3M as of Q2 2026.
Generali Investments Management bought 1,606 Caterpillar shares in Q2 2026, an estimated $1.41M.
Caterpillar made up 0.65% of Generali Investments Management's portfolio in Q2 2026, its #31 holding.
Generali Investments Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
957 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Generali Investments Management's 13F filing for Q2 2026, filed 10 Jul 2026.