Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’s Caterpillar CAT Stock Holding History

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’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	$3.16M	Sell	2,972 -200	-6%	-$176K	1.05%	23
2026 Q1	$2.25M	Buy	3,172 +217	+7%	+$150K	0.93%	26
2025 Q4	$1.69M	Buy	2,955 +21	+0.7%	+$11.7K	0.64%	42
2025 Q3	$1.4M	Sell	2,934 -495	-14%	-$211K	0.56%	49
2025 Q2	$1.33M	Sell	3,429 -178	-5%	-$59.3K	0.53%	56
2025 Q1	$1.19M	Sell	3,607 -1,259	-26%	-$448K	0.56%	57
2024 Q4	$1.77M	Sell	4,866 -110	-2%	-$42.7K	0.7%	42
2024 Q3	$1.95M	Sell	4,976 -561	-10%	-$194K	0.75%	40
2024 Q2	$1.84M	Sell	5,537 -44	-0.8%	-$15.3K	0.7%	42
2024 Q1	$1.96M	Buy	5,581 +2,912	+109%	+$931K	0.77%	38
2023 Q4	$789K	Buy	2,669 +1,704	+177%	+$442K	0.33%	76
2023 Q3	$263K	Buy	965 +458	+90%	+$124K	0.14%	95
2023 Q2	$125K	Sell	507 -106	-17%	-$23.6K	0.06%	106
2023 Q1	$138K	Buy	+613	New	+$148K	0.08%	89
2022 Q2	–	Sell	-551	Closed	-$123K	–	69
2022 Q1	$123K	Buy	551 +214	+64%	+$44.9K	0.06%	66
2021 Q4	$69.4K	Buy	+337	New	+$67.9K	0.02%	73
2021 Q3	–	Sell	-405	Closed	-$88.1K	–	87
2021 Q2	$88.1K	Hold	405	–	–	0.02%	75
2021 Q1	$93.9K	Buy	405 +261	+181%	+$54K	0.02%	69
2020 Q4	$26.2K	Buy	+144	New	+$24.4K	0.01%	46

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's CAT Position: Q2 2026 in Review

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna reduced its Caterpillar (CAT) stake by 6.3% in Q2 2026, selling an estimated $176K and leaving 2,972 shares worth $3.16M. The position accounts for 1.05% of the portfolio, ranked #23.

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna first reported a position in CAT in Q4 2020 and has held it in 19 quarters since. 3,389 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna held 2,972 shares of Caterpillar worth $3.16M as of Q2 2026.
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna sold 200 Caterpillar shares in Q2 2026, an estimated $176K.
Caterpillar made up 1.05% of Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's portfolio in Q2 2026, its #23 holding.
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna first reported a position in Caterpillar in Q4 2020 and has held it in 19 quarters since.
3,389 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's 13F filing for Q2 2026, filed 21 Jul 2026.