Resona Asset Management’s Caterpillar CAT Stock Holding History

Resona 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	$149M	Sell	140,484 -13,022	-8%	-$11.4M	0.7%	24
2026 Q1	$107M	Buy	153,506 +2,172	+1%	+$1.5M	0.54%	27
2025 Q4	$86.9M	Sell	151,334 -7,293	-5%	-$4.05M	0.42%	43
2025 Q3	$75.5M	Sell	158,627 -11,619	-7%	-$4.96M	0.36%	48
2025 Q2	$66M	Buy	170,246 +6,581	+4%	+$2.19M	0.32%	55
2025 Q1	$54M	Buy	163,665 +11,223	+7%	+$4M	0.31%	62
2024 Q4	$55.4M	Sell	152,442 -8,484	-5%	-$3.29M	0.33%	52
2024 Q3	$62.9M	Sell	160,926 -3,837	-2%	-$1.33M	0.36%	49
2024 Q2	$54.8M	Sell	164,763 -10,130	-6%	-$3.51M	0.33%	56
2024 Q1	$64.1M	Buy	+174,893	New	+$55.9M	0.38%	49

Other funds holding CAT

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Resona Asset Management reduced its Caterpillar (CAT) stake by 8.5% in Q2 2026, selling an estimated $11.4M and leaving 140,484 shares worth $149M. The position accounts for 0.7% of the portfolio, ranked #24.

Resona Asset Management first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 1,990 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Resona Asset Management held 140,484 shares of Caterpillar worth $149M as of Q2 2026.
Resona Asset Management sold 13,022 Caterpillar shares in Q2 2026, an estimated $11.4M.
Caterpillar made up 0.7% of Resona Asset Management's portfolio in Q2 2026, its #24 holding.
Resona Asset Management first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
1,990 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.