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Osmosis Investment Management UK’s Caterpillar CAT Stock Holding History

Osmosis Investment Management UK’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 		$3.1M Sell
2,911
-4,900
-63% -$4.3M 0.14% 142
2026
Q1 		$5.53M Sell
7,811
-3,171
-29% -$2.2M 0.15% 140
2025
Q4 		$6.29M Buy
+10,982
New +$6.1M 0.16% 143

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Osmosis Investment Management UK's CAT Position: Q2 2026 in Review

Osmosis Investment Management UK reduced its Caterpillar (CAT) stake by 63% in Q2 2026, selling an estimated $4.3M and leaving 2,911 shares worth $3.1M. The position accounts for 0.14% of the portfolio, ranked #142.

Osmosis Investment Management UK first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.29M in Q4 2025. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Osmosis Investment Management UK held 2,911 shares of Caterpillar worth $3.1M as of Q2 2026.
  • Osmosis Investment Management UK sold 4,900 Caterpillar shares in Q2 2026, an estimated $4.3M.
  • Caterpillar made up 0.14% of Osmosis Investment Management UK's portfolio in Q2 2026, its #142 holding.
  • Osmosis Investment Management UK first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • Osmosis Investment Management UK's Caterpillar position peaked at $6.29M in Q4 2025.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Osmosis Investment Management UK's 13F filing for Q2 2026, filed 13 Aug 2026.