Korea Investment Corp’s Caterpillar CAT Stock Holding History

Korea Investment Corp’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	$359M	Sell	337,463 -37,196	-10%	-$32.7M	0.68%	21
2026 Q1	$265M	Sell	374,659 -10,769	-3%	-$7.46M	0.55%	25
2025 Q4	$221M	Sell	385,428 -34,008	-8%	-$18.9M	0.43%	33
2025 Q3	$200M	Buy	419,436 +57,347	+16%	+$24.5M	0.41%	36
2025 Q2	$141M	Sell	362,089 -992	-0.3%	-$331K	0.31%	54
2025 Q1	$120M	Sell	363,081 -2,368	-0.6%	-$843K	0.29%	68
2024 Q4	$133M	Sell	365,449 -155,031	-30%	-$60.1M	0.31%	52
2024 Q3	$204M	Buy	520,480 +154,422	+42%	+$53.3M	0.48%	30
2024 Q2	$122M	Buy	366,058 +75,953	+26%	+$26.3M	0.31%	64
2024 Q1	$106M	Sell	290,105 -142,931	-33%	-$45.7M	0.27%	74
2023 Q4	$128M	Sell	433,036 -13,432	-3%	-$3.48M	0.34%	54
2023 Q3	$122M	Sell	446,468 -60,245	-12%	-$16.3M	0.36%	52
2023 Q2	$125M	Sell	506,713 -48,206	-9%	-$10.7M	0.35%	57
2023 Q1	$127M	Buy	554,919 +75,784	+16%	+$18.3M	0.37%	60
2022 Q4	$115M	Buy	479,135 +47,461	+11%	+$10.3M	0.36%	64
2022 Q3	$70.8M	Buy	431,674 +52,240	+14%	+$9.54M	0.22%	111
2022 Q2	$67.8M	Buy	379,434 +38,698	+11%	+$8.16M	0.21%	117
2022 Q1	$75.9M	Buy	340,736 +76,100	+29%	+$16M	0.19%	135
2021 Q4	$54.7M	Sell	264,636 -7,500	-3%	-$1.51M	0.14%	162
2021 Q3	$52.2M	Sell	272,136 -8,500	-3%	-$1.77M	0.16%	160
2021 Q2	$61.1M	Sell	280,636 -14,200	-5%	-$3.28M	0.17%	149
2021 Q1	$68.4M	Buy	294,836 +32,000	+12%	+$6.62M	0.22%	135
2020 Q4	$47.8M	Sell	262,836 -5,600	-2%	-$950K	0.14%	176
2020 Q3	$40M	Sell	268,436 -406,500	-60%	-$57.1M	0.14%	181
2020 Q2	$85.4M	Buy	674,936 +194,000	+40%	+$23M	0.31%	77
2020 Q1	$55.8M	Buy	480,936 +55,542	+13%	+$7.09M	0.25%	108
2019 Q4	$62.8M	Buy	425,394 +2,700	+0.6%	+$377K	0.23%	118
2019 Q3	$53.4M	Sell	422,694 -164,800	-28%	-$20.9M	0.23%	118
2019 Q2	$80.1M	Sell	587,494 -45,500	-7%	-$6.01M	0.34%	61
2019 Q1	$85.8M	Sell	632,994 -40,647	-6%	-$5.4M	0.39%	57
2018 Q4	$85.6M	Buy	673,641 +7,800	+1%	+$1.01M	0.47%	48
2018 Q3	$102M	Sell	665,841 -35,582	-5%	-$5.03M	0.47%	45
2018 Q2	$95.2M	Sell	701,423 -13,600	-2%	-$2.03M	0.43%	48
2018 Q1	$105M	Buy	715,023 +24,194	+4%	+$3.82M	0.49%	45
2017 Q4	$109M	Buy	690,829 +13,448	+2%	+$1.87M	0.5%	43
2017 Q3	$84.5M	Sell	677,381 -13,900	-2%	-$1.6M	0.39%	54
2017 Q2	$74.3M	Buy	691,281 +75,528	+12%	+$7.67M	0.35%	62
2017 Q1	$57.1M	Sell	615,753 -197,748	-24%	-$18.7M	0.28%	76
2016 Q4	$75.4M	Buy	813,501 +195,189	+32%	+$17.7M	0.36%	63
2016 Q3	$54.9M	Buy	618,312 +523,012	+549%	+$42.8M	0.29%	93
2016 Q2	$7.22M	Sell	95,300 -26,200	-22%	-$1.96M	0.04%	348
2016 Q1	$9.3M	Sell	121,500 -19,300	-14%	-$1.29M	0.07%	270
2015 Q4	$9.57M	Sell	140,800 -8,000	-5%	-$559K	0.07%	250
2015 Q3	$9.72M	Sell	148,800 -21,900	-13%	-$1.68M	0.08%	253
2015 Q2	$14.5M	Buy	170,700 +41,200	+32%	+$3.54M	0.12%	189
2015 Q1	$10.4M	Sell	129,500 -2,700	-2%	-$224K	0.08%	244
2014 Q4	$12.1M	Sell	132,200 -75,100	-36%	-$7.31M	0.1%	198
2014 Q3	$20.5M	Sell	207,300 -43,800	-17%	-$4.64M	0.17%	142
2014 Q2	$27.3M	Buy	251,100 +2,300	+0.9%	+$241K	0.23%	113
2014 Q1	$24.7M	Buy	248,800 +75,500	+44%	+$7.12M	0.22%	109
2013 Q4	$15.7M	Sell	173,300 -22,500	-11%	-$1.92M	0.15%	150
2013 Q3	$16.3M	Buy	195,800 +5,300	+3%	+$448K	0.17%	134
2013 Q2	$15.7M	Buy	+190,500	New	+$16.2M	0.19%	116

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

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

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

Korea Investment Corp's CAT Position: Q2 2026 in Review

Korea Investment Corp reduced its Caterpillar (CAT) stake by 9.9% in Q2 2026, selling an estimated $32.7M and leaving 337,463 shares worth $359M. The position accounts for 0.68% of the portfolio, ranked #21.

Korea Investment Corp first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Korea Investment Corp held 337,463 shares of Caterpillar worth $359M as of Q2 2026.
Korea Investment Corp sold 37,196 Caterpillar shares in Q2 2026, an estimated $32.7M.
Caterpillar made up 0.68% of Korea Investment Corp's portfolio in Q2 2026, its #21 holding.
Korea Investment Corp first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Korea Investment Corp's 13F filing for Q2 2026, filed 12 Aug 2026.