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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
Q2 		$2.69M Buy
2,526
+671
+36% +$589K 0.13% 121
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
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

Ostrum Asset Management's CAT Position: Q2 2026 in Review

Ostrum Asset Management increased its Caterpillar (CAT) stake by 36% in Q2 2026, buying an estimated $589K and bringing the position to 2,526 shares worth $2.69M. The position accounts for 0.13% of the portfolio, ranked #121.

Ostrum Asset Management first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ostrum Asset Management held 2,526 shares of Caterpillar worth $2.69M as of Q2 2026.
  • Ostrum Asset Management bought 671 Caterpillar shares in Q2 2026, an estimated $589K.
  • Caterpillar made up 0.13% of Ostrum Asset Management's portfolio in Q2 2026, its #121 holding.
  • Ostrum Asset Management first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ostrum Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.