Livforsakringsbolaget Skandia’s Caterpillar CAT Stock Holding History

Livforsakringsbolaget Skandia’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	$11.2M	Sell	15,752 -7,700	-33%	-$5.33M	0.43%	56
2025 Q4	$13.4M	Sell	23,452 -300	-1%	-$167K	0.52%	46
2025 Q3	$11.3M	Buy	23,752 +500	+2%	+$213K	0.44%	56
2025 Q2	$9.02M	Buy	23,252 +700	+3%	+$233K	0.39%	65
2025 Q1	$7.44M	Sell	22,552 -4,500	-17%	-$1.6M	0.42%	59
2024 Q4	$9.81M	Buy	27,052 +22,850	+544%	+$8.86M	0.52%	45
2024 Q3	$1.64M	Buy	4,202 +3,326	+380%	+$1.15M	0.09%	155
2024 Q2	$292K	Sell	876 -100	-10%	-$34.7K	0.02%	212
2024 Q1	$357K	Hold	976	–	–	0.03%	211
2023 Q4	$289K	Buy	976 +363	+59%	+$94.2K	0.03%	217
2023 Q3	$167K	Hold	613	–	–	0.02%	237
2023 Q2	$151K	Hold	613	–	–	0.02%	248
2023 Q1	$140K	Buy	613 +100	+19%	+$24.2K	0.01%	252
2022 Q4	$123K	Hold	513	–	–	0.01%	265
2022 Q3	$84K	Sell	513 -2,300	-82%	-$420K	0.01%	283
2022 Q2	$503K	Sell	2,813 -1,200	-30%	-$253K	0.04%	230
2022 Q1	$894K	Buy	4,013 +600	+18%	+$126K	0.06%	203
2021 Q4	$706K	Sell	3,413 -2,300	-40%	-$463K	0.04%	242
2021 Q3	$1.1M	Sell	5,713 -1,100	-16%	-$229K	0.07%	223
2021 Q2	$1.48M	Sell	6,813 -1,100	-14%	-$254K	0.09%	193
2021 Q1	$1.83M	Hold	7,913	–	–	0.13%	154
2020 Q4	$1.44M	Buy	7,913 +2,400	+44%	+$407K	0.12%	158
2020 Q3	$822K	Sell	5,513 -700	-11%	-$98.3K	0.09%	190
2020 Q2	$786K	Hold	6,213	–	–	0.09%	181
2020 Q1	$721K	Buy	6,213 +1,800	+41%	+$230K	0.1%	173
2019 Q4	$652K	Sell	4,413 -2,200	-33%	-$307K	0.08%	196
2019 Q3	$835K	Hold	6,613	–	–	0.1%	181
2019 Q2	$901K	Buy	6,613 +700	+12%	+$92.5K	0.11%	161
2019 Q1	$801K	Buy	5,913 +600	+11%	+$79.7K	0.11%	174
2018 Q4	$675K	Hold	5,313	–	–	0.1%	172
2018 Q3	$810K	Sell	5,313 -5,300	-50%	-$750K	0.1%	188
2018 Q2	$1.44M	Buy	10,613 +1,700	+19%	+$254K	0.13%	165
2018 Q1	$1.31M	Hold	8,913	–	–	0.13%	168
2017 Q4	$1.41M	Sell	8,913 -2,200	-20%	-$305K	0.13%	155
2017 Q3	$1.39M	Hold	11,113	–	–	0.12%	165
2017 Q2	$1.19M	Hold	11,113	–	–	0.11%	189
2017 Q1	$1.03M	Sell	11,113 -21,500	-66%	-$2.04M	0.1%	217
2016 Q4	$3.02K	Buy	32,613 +9,604	+42%	+$870K	0.15%	143
2016 Q3	$1.12M	Sell	23,009 -27,404	-54%	-$2.24M	0.05%	428
2016 Q2	$3.82M	Hold	50,413	–	–	0.17%	128
2016 Q1	$3.86M	Hold	50,413	–	–	0.18%	125
2015 Q4	$3.43M	Sell	50,413 -5,800	-10%	-$405K	0.16%	136
2015 Q3	$3.67M	Hold	56,213	–	–	0.19%	113
2015 Q2	$4.77M	Hold	56,213	–	–	0.23%	95
2015 Q1	$4.5M	Sell	56,213 -2,100	-4%	-$175K	0.22%	100
2014 Q4	$5.34M	Sell	58,313 -26,400	-31%	-$2.57M	0.25%	89
2014 Q3	$8.39M	Sell	84,713 -8,400	-9%	-$890K	0.32%	65
2014 Q2	$10.1M	Hold	93,113	–	–	0.36%	58
2014 Q1	$9.25M	Buy	93,113 +91,413	+5,377%	+$8.62M	0.35%	62
2013 Q4	$154K	Hold	1,700	–	–	0.1%	151
2013 Q3	$142K	Hold	1,700	–	–	0.1%	154
2013 Q2	$140K	Buy	+1,700	New	+$145K	0.1%	153

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Livforsakringsbolaget Skandia's CAT Position: Q1 2026 in Review

Livforsakringsbolaget Skandia reduced its Caterpillar (CAT) stake by 33% in Q1 2026, selling an estimated $5.33M and leaving 15,752 shares worth $11.2M. The position accounts for 0.43% of the portfolio, ranked #56.

Livforsakringsbolaget Skandia first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.4M in Q4 2025. 3,745 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Livforsakringsbolaget Skandia held 15,752 shares of Caterpillar worth $11.2M as of Q1 2026.
Livforsakringsbolaget Skandia sold 7,700 Caterpillar shares in Q1 2026, an estimated $5.33M.
Caterpillar made up 0.43% of Livforsakringsbolaget Skandia's portfolio in Q1 2026, its #56 holding.
Livforsakringsbolaget Skandia first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
Livforsakringsbolaget Skandia's Caterpillar position peaked at $13.4M in Q4 2025.
3,745 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Livforsakringsbolaget Skandia's 13F filing for Q1 2026, filed 5 May 2026.