Generali Powszechne Towarzystwo Emerytalne’s Caterpillar CAT Stock Holding History

Generali Powszechne Towarzystwo Emerytalne’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	–	Sell	-25,118	Closed	-$14.4M	–	30
2025 Q4	$14.4M	Hold	25,118	–	–	2.46%	20
2025 Q3	$12M	Hold	25,118	–	–	2.32%	19
2025 Q2	$9.75M	Hold	25,118	–	–	2.01%	18
2025 Q1	$8.28M	Hold	25,118	–	–	2.62%	16
2024 Q4	$9.11M	Hold	25,118	–	–	3.06%	12
2024 Q3	$9.82M	Hold	25,118	–	–	3.3%	12
2024 Q2	$8.37M	Hold	25,118	–	–	2.91%	13
2024 Q1	$9.2M	Hold	25,118	–	–	3.35%	12
2023 Q4	$7.43M	Hold	25,118	–	–	3.88%	9
2023 Q3	$6.86M	Buy	25,118 +5,000	+25%	+$1.36M	4.47%	6
2023 Q2	$4.95M	Hold	20,118	–	–	4.03%	8
2023 Q1	$4.6M	Hold	20,118	–	–	4.31%	8
2022 Q4	$4.82M	Hold	20,118	–	–	4.77%	7
2022 Q3	$3.3M	Hold	20,118	–	–	3.75%	9
2022 Q2	$3.6M	Hold	20,118	–	–	3.84%	8
2022 Q1	$4.48M	Buy	20,118 +1,118	+6%	+$234K	4.09%	8
2021 Q4	$3.93M	Buy	+19,000	New	+$3.83M	3.75%	10

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

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Generali Powszechne Towarzystwo Emerytalne's CAT Position: Q1 2026 in Review

Generali Powszechne Towarzystwo Emerytalne sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 25,118 shares — an estimated $14.4M sold.

Generali Powszechne Towarzystwo Emerytalne first reported a position in CAT in Q4 2021 and held it in 17 quarters. The position peaked at $14.4M in Q4 2025. 3,754 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Generali Powszechne Towarzystwo Emerytalne reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
Generali Powszechne Towarzystwo Emerytalne sold 25,118 Caterpillar shares in Q1 2026, an estimated $14.4M.
Generali Powszechne Towarzystwo Emerytalne first reported a position in Caterpillar in Q4 2021 and held it in 17 quarters.
Generali Powszechne Towarzystwo Emerytalne's Caterpillar position peaked at $14.4M in Q4 2025.
3,754 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Generali Powszechne Towarzystwo Emerytalne's 13F filing for Q1 2026, filed 21 Apr 2026.