Nippon Life Global Investors Americas’s Caterpillar CAT Stock Holding History

Nippon Life Global Investors Americas’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	$57.9M	Sell	54,360 -2,240	-4%	-$1.97M	2.3%	15
2026 Q1	$40.1M	Sell	56,600 -10,660	-16%	-$7.38M	1.81%	18
2025 Q4	$38.5M	Buy	67,260 +24,800	+58%	+$13.8M	1.6%	20
2025 Q3	$20.3M	Buy	+42,460	New	+$18.1M	0.85%	35
2023 Q2	–	Sell	-7,820	Closed	-$1.79M	–	134
2023 Q1	$1.79M	Buy	+7,820	New	+$1.89M	0.11%	98
2018 Q3	–	Sell	-23,470	Closed	-$3.19M	–	142
2018 Q2	$3.19M	Hold	23,470	–	–	0.25%	98
2018 Q1	$3.46M	Sell	23,470 -24,280	-51%	-$3.83M	0.28%	95
2017 Q4	$7.52M	Sell	47,750 -6,630	-12%	-$920K	0.6%	56
2017 Q3	$6.78M	Buy	54,380 +160	+0.3%	+$18.4K	0.58%	59
2017 Q2	$5.83M	Buy	+54,220	New	+$5.51M	0.5%	66
2014 Q4	–	Sell	-57,510	Closed	-$5.7M	–	130
2014 Q3	$5.7M	Sell	57,510 -11,120	-16%	-$1.18M	0.54%	72
2014 Q2	$7.46M	Buy	68,630 +18,970	+38%	+$1.99M	0.7%	59
2014 Q1	$4.93M	Buy	+49,660	New	+$4.68M	0.49%	76

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nippon Life Global Investors Americas's CAT Position: Q2 2026 in Review

Nippon Life Global Investors Americas reduced its Caterpillar (CAT) stake by 4% in Q2 2026, selling an estimated $1.97M and leaving 54,360 shares worth $57.9M. The position accounts for 2.3% of the portfolio, ranked #15.

Nippon Life Global Investors Americas first reported a position in CAT in Q1 2014 and has held it in 13 quarters since. 2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Nippon Life Global Investors Americas held 54,360 shares of Caterpillar worth $57.9M as of Q2 2026.
Nippon Life Global Investors Americas sold 2,240 Caterpillar shares in Q2 2026, an estimated $1.97M.
Caterpillar made up 2.3% of Nippon Life Global Investors Americas's portfolio in Q2 2026, its #15 holding.
Nippon Life Global Investors Americas first reported a position in Caterpillar in Q1 2014 and has held it in 13 quarters since.
2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Nippon Life Global Investors Americas's 13F filing for Q2 2026, filed 6 Aug 2026.