Nan Shan Life Insurance’s Caterpillar CAT Stock Holding History

Nan Shan Life Insurance’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	$6.55M	Buy	+6,149	New	+$5.4M	0.21%	66
2025 Q3	–	Sell	-27,093	Closed	-$10.5M	–	105
2025 Q2	$10.5M	Hold	27,093	–	–	0.23%	87
2025 Q1	$8.94M	Hold	27,093	–	–	0.21%	83
2024 Q4	$9.83M	Sell	27,093 -60,602	-69%	-$23.5M	0.24%	81
2024 Q3	$34.3M	Buy	+87,695	New	+$30.3M	0.81%	39
2022 Q1	–	Sell	-209,500	Closed	-$43.3M	–	88
2021 Q4	$43.3M	Hold	209,500	–	–	0.66%	53
2021 Q3	$40.2M	Sell	209,500 -71,500	-25%	-$14.9M	0.67%	51
2021 Q2	$61.2M	Sell	281,000 -259,099	-48%	-$59.8M	1.03%	38
2021 Q1	$125M	Buy	540,099 +87,924	+19%	+$18.2M	2.43%	8
2020 Q4	$82.3M	Sell	452,175 -26,834	-6%	-$4.55M	1.7%	15
2020 Q3	$71.4M	Buy	479,009 +131,009	+38%	+$18.4M	1.88%	18
2020 Q2	$44M	Buy	348,000 +3,000	+0.9%	+$356K	1.33%	24
2020 Q1	$40M	Buy	345,000 +60,000	+21%	+$7.66M	1.46%	21
2019 Q4	$42.1M	Buy	+285,000	New	+$39.8M	1.31%	24
2018 Q2	–	Sell	-230,000	Closed	-$33.9M	–	99
2018 Q1	$33.9M	Buy	+230,000	New	+$36.3M	0.69%	44

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

Nan Shan Life Insurance's CAT Position: Q2 2026 in Review

Nan Shan Life Insurance opened a new position in Caterpillar (CAT) in Q2 2026: 6,149 shares worth $6.55M. The stake represents 0.21% of the portfolio and ranks #66 among its holdings. This is a return to the name: Nan Shan Life Insurance previously reported a position in CAT as recently as Q2 2025.

Nan Shan Life Insurance first reported a position in CAT in Q1 2018 and has held it in 15 quarters since. The position peaked at $125M in Q1 2021. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Nan Shan Life Insurance held 6,149 shares of Caterpillar worth $6.55M as of Q2 2026.
Caterpillar was a new Nan Shan Life Insurance position in Q2 2026.
Caterpillar made up 0.21% of Nan Shan Life Insurance's portfolio in Q2 2026, its #66 holding.
Nan Shan Life Insurance first reported a position in Caterpillar in Q1 2018 and has held it in 15 quarters since.
Nan Shan Life Insurance's Caterpillar position peaked at $125M in Q1 2021.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Nan Shan Life Insurance's 13F filing for Q2 2026, filed 14 Aug 2026.