IFM Investors’s Caterpillar CAT Stock Holding History

IFM Investors’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	$112M	Buy	105,075 +9,919	+10%	+$8.71M	0.74%	21
2026 Q1	$67.4M	Buy	95,156 +3,269	+4%	+$2.26M	0.56%	28
2025 Q4	$52.6M	Buy	91,887 +563	+0.6%	+$313K	0.44%	37
2025 Q3	$42.5M	Sell	91,324 -1,554	-2%	-$663K	0.37%	38
2025 Q2	$36.1M	Buy	92,878 +1,698	+2%	+$566K	0.34%	48
2025 Q1	$30.1M	Sell	91,180 -432	-0.5%	-$154K	0.33%	59
2024 Q4	$33.2M	Sell	91,612 -8,666	-9%	-$3.36M	0.34%	51
2024 Q3	$39.2M	Sell	100,278 -1,319	-1%	-$456K	0.38%	47
2024 Q2	$33.8M	Hold	101,597	–	–	0.34%	50
2024 Q1	$37.2M	Sell	101,597 -936	-0.9%	-$299K	0.41%	43
2023 Q4	$30.3M	Sell	102,533 -1,754	-2%	-$455K	0.37%	51
2023 Q3	$28.5M	Buy	104,287 +3,140	+3%	+$852K	0.37%	49
2023 Q2	$24.9M	Buy	101,147 +3,717	+4%	+$829K	0.33%	55
2023 Q1	$22.3M	Buy	97,430 +1,966	+2%	+$475K	0.34%	56
2022 Q4	$22.9M	Buy	95,464 +3,403	+4%	+$741K	0.38%	53
2022 Q3	$15.1M	Buy	92,061 +1,736	+2%	+$317K	0.27%	76
2022 Q2	$16.1M	Buy	90,325 +5,308	+6%	+$1.12M	0.28%	69
2022 Q1	$18.9M	Buy	85,017 +13,262	+18%	+$2.78M	0.29%	73
2021 Q4	$14.8M	Sell	71,755 -829	-1%	-$167K	0.27%	76
2021 Q3	$13.9M	Sell	72,584 -66	-0.1%	-$13.7K	0.29%	69
2021 Q2	$15.8M	Buy	72,650 +14,289	+24%	+$3.3M	0.32%	65
2021 Q1	$13.5M	Buy	58,361 +5,958	+11%	+$1.23M	0.36%	56
2020 Q4	$9.54M	Buy	52,403 +7,445	+17%	+$1.26M	0.3%	64
2020 Q3	$6.71M	Buy	44,958 +4,134	+10%	+$581K	0.28%	70
2020 Q2	$5.16M	Sell	40,824 -15,818	-28%	-$1.88M	0.27%	72
2020 Q1	$6.33M	Sell	56,642 -2,283	-4%	-$292K	0.28%	72
2019 Q4	$8.7M	Sell	58,925 -3,302	-5%	-$461K	0.31%	67
2019 Q3	$7.86M	Buy	62,227 +21,377	+52%	+$2.72M	0.29%	71
2019 Q2	$5.57M	Buy	40,850 +1,930	+5%	+$255K	0.32%	66
2019 Q1	$5.27M	Buy	38,920 +4,374	+13%	+$581K	0.34%	63
2018 Q4	$4.39M	Buy	34,546 +2,952	+9%	+$384K	0.36%	61
2018 Q3	$4.82M	Buy	31,594 +4,527	+17%	+$640K	0.37%	60
2018 Q2	$3.67M	Buy	27,067 +8,661	+47%	+$1.29M	0.35%	61
2018 Q1	$2.71M	Buy	18,406 +1,816	+11%	+$287K	0.39%	53
2017 Q4	$2.61M	Buy	16,590 +79	+0.5%	+$11K	0.41%	50
2017 Q3	$2.06M	Buy	16,511 +142	+0.9%	+$16.4K	0.35%	64
2017 Q2	$1.76M	Buy	16,369 +4,160	+34%	+$423K	0.32%	72
2017 Q1	$1.13M	Buy	12,209 +4,378	+56%	+$414K	0.29%	81
2016 Q4	$726K	Buy	+7,831	New	+$710K	0.34%	73

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

IFM Investors's CAT Position: Q2 2026 in Review

IFM Investors increased its Caterpillar (CAT) stake by 10% in Q2 2026, buying an estimated $8.71M and bringing the position to 105,075 shares worth $112M. The position accounts for 0.74% of the portfolio, ranked #21.

IFM Investors first reported a position in CAT in Q4 2016 and has held it in 39 quarters since. 1,328 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

IFM Investors held 105,075 shares of Caterpillar worth $112M as of Q2 2026.
IFM Investors bought 9,919 Caterpillar shares in Q2 2026, an estimated $8.71M.
Caterpillar made up 0.74% of IFM Investors's portfolio in Q2 2026, its #21 holding.
IFM Investors first reported a position in Caterpillar in Q4 2016 and has held it in 39 quarters since.
1,328 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.