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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Nan Shan Life Insurance's CAT Position: Q3 2025 in Review

Nan Shan Life Insurance sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 27,093 shares — an estimated $10.5M sold.

Nan Shan Life Insurance first reported a position in CAT in Q1 2018 and held it in 14 quarters. The position peaked at $125M in Q1 2021. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

Nan Shan Life Insurance reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
Nan Shan Life Insurance sold 27,093 Caterpillar shares in Q3 2025, an estimated $10.5M.
Nan Shan Life Insurance first reported a position in Caterpillar in Q1 2018 and held it in 14 quarters.
Nan Shan Life Insurance's Caterpillar position peaked at $125M in Q1 2021.
3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Nan Shan Life Insurance's 13F filing for Q3 2025, filed 14 Nov 2025.