Nissay Asset Management’s Caterpillar CAT Stock Holding History

Nissay Asset Management’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	$44M	Buy	62,119 +968	+2%	+$670K	0.23%	71
2025 Q4	$35M	Buy	61,151 +821	+1%	+$456K	0.18%	88
2025 Q3	$28.8M	Sell	60,330 -562	-0.9%	-$240K	0.16%	98
2025 Q2	$23.6M	Sell	60,892 -395	-0.6%	-$132K	0.14%	119
2025 Q1	$20.2M	Buy	61,287 +565	+0.9%	+$201K	0.13%	120
2024 Q4	$22.2M	Sell	60,722 -1,095	-2%	-$425K	0.14%	106
2024 Q3	$24.2M	Sell	61,817 -782	-1%	-$270K	0.15%	101
2024 Q2	$20.9M	Buy	62,599 +1,192	+2%	+$413K	0.14%	102
2024 Q1	$22.5M	Buy	61,407 +948	+2%	+$303K	0.16%	92
2023 Q4	$17.9M	Buy	60,459 +2,196	+4%	+$570K	0.14%	97
2023 Q3	$15.9M	Buy	58,263 +1,930	+3%	+$524K	0.14%	99
2023 Q2	$13.9M	Sell	56,333 -1,306	-2%	-$291K	0.12%	112
2023 Q1	$13.2M	Sell	57,639 -2,856	-5%	-$690K	0.12%	115
2022 Q4	$14.5M	Sell	60,495 -497	-0.8%	-$108K	0.14%	110
2022 Q3	$10M	Buy	60,992 +2,024	+3%	+$370K	0.11%	121
2022 Q2	$10.5M	Sell	58,968 -218	-0.4%	-$45.9K	0.1%	114
2022 Q1	$13.2M	Buy	59,186 +697	+1%	+$146K	0.11%	115
2021 Q4	$12.1M	Sell	58,489 -966	-2%	-$195K	0.09%	134
2021 Q3	$11.4M	Buy	59,455 +2,386	+4%	+$497K	0.1%	130
2021 Q2	$12.4M	Buy	57,069 +6,178	+12%	+$1.43M	0.11%	124
2021 Q1	$11.8M	Sell	50,891 -1,182	-2%	-$245K	0.12%	115
2020 Q4	$9.48M	Sell	52,073 -267	-0.5%	-$45.3K	0.14%	127
2020 Q3	$7.81M	Sell	52,340 -9,906	-16%	-$1.39M	0.13%	131
2020 Q2	$7.87M	Buy	62,246 +3,331	+6%	+$395K	0.15%	141
2020 Q1	$6.84M	Sell	58,915 -26,100	-31%	-$3.33M	0.17%	133
2019 Q4	$12.6M	Buy	85,015 +1,908	+2%	+$266K	0.28%	94
2019 Q3	$10.5M	Sell	83,107 -1,455	-2%	-$185K	0.26%	98
2019 Q2	$11.5M	Sell	84,562 -12,416	-13%	-$1.64M	0.29%	87
2019 Q1	$13.1M	Buy	96,978 +14,993	+18%	+$1.99M	0.35%	70
2018 Q4	$10.4M	Buy	81,985 +10,569	+15%	+$1.38M	0.32%	78
2018 Q3	$10.9M	Buy	71,416 +1,586	+2%	+$224K	0.29%	78
2018 Q2	$9.47M	Sell	69,830 -906	-1%	-$135K	0.28%	86
2018 Q1	$10.4M	Sell	70,736 -1,508	-2%	-$238K	0.33%	72
2017 Q4	$11.4M	Buy	+72,244	New	+$10M	0.35%	63

Other funds holding CAT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 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

Nissay Asset Management's CAT Position: Q1 2026 in Review

Nissay Asset Management increased its Caterpillar (CAT) stake by 1.6% in Q1 2026, buying an estimated $670K and bringing the position to 62,119 shares worth $44M. The position accounts for 0.23% of the portfolio, ranked #71.

Nissay Asset Management first reported a position in CAT in Q4 2017 and has held it in 34 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Nissay Asset Management held 62,119 shares of Caterpillar worth $44M as of Q1 2026.
Nissay Asset Management bought 968 Caterpillar shares in Q1 2026, an estimated $670K.
Caterpillar made up 0.23% of Nissay Asset Management's portfolio in Q1 2026, its #71 holding.
Nissay Asset Management first reported a position in Caterpillar in Q4 2017 and has held it in 34 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Nissay Asset Management's 13F filing for Q1 2026, filed 15 May 2026.