Ostrum Asset Management’s Caterpillar CAT Stock Holding History

Ostrum 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	$1.31M	Sell	1,855 -1,717	-48%	-$1.19M	0.07%	189
2025 Q4	$2.05M	Sell	3,572 -1,182	-25%	-$657K	0.1%	163
2025 Q3	$2.27M	Sell	4,754 -2,049	-30%	-$875K	0.1%	176
2025 Q2	$2.64M	Sell	6,803 -196	-3%	-$65.3K	0.12%	157
2025 Q1	$2.31M	Buy	6,999 +1,751	+33%	+$624K	0.12%	169
2024 Q4	$1.9M	Buy	5,248 +2,520	+92%	+$977K	0.16%	201
2024 Q3	$1.07M	Buy	2,728 +33	+1%	+$11.4K	0.09%	297
2024 Q2	$898K	Sell	2,695 -976	-27%	-$338K	0.08%	313
2024 Q1	$1.35M	Hold	3,671	–	–	0.11%	291
2023 Q4	$1.09M	Buy	3,671 +14	+0.4%	+$3.63K	0.09%	302
2023 Q3	$998K	Sell	3,657 -25	-0.7%	-$6.78K	0.09%	308
2023 Q2	$906K	Buy	3,682 +2	+0.1%	+$446	0.08%	335
2023 Q1	$842K	Buy	+3,680	New	+$890K	0.07%	342

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

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

Ostrum Asset Management reduced its Caterpillar (CAT) stake by 48% in Q1 2026, selling an estimated $1.19M and leaving 1,855 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #189.

Ostrum Asset Management first reported a position in CAT in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.64M in Q2 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Ostrum Asset Management held 1,855 shares of Caterpillar worth $1.31M as of Q1 2026.
Ostrum Asset Management sold 1,717 Caterpillar shares in Q1 2026, an estimated $1.19M.
Caterpillar made up 0.07% of Ostrum Asset Management's portfolio in Q1 2026, its #189 holding.
Ostrum Asset Management first reported a position in Caterpillar in Q1 2023 and has held it in 13 quarters since.
Ostrum Asset Management's Caterpillar position peaked at $2.64M in Q2 2025.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.