Royal London Asset Management’s Caterpillar CAT Stock Holding History

Royal London 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	$176M	Sell	248,917 -3,192	-1%	-$2.21M	0.37%	50
2025 Q4	$144M	Sell	252,109 -1,821	-0.7%	-$1.01M	0.3%	63
2025 Q3	$121M	Sell	253,930 -6,829	-3%	-$2.92M	0.26%	70
2025 Q2	$101M	Sell	260,759 -18,196	-7%	-$6.06M	0.23%	82
2025 Q1	$92M	Buy	278,955 +22,844	+9%	+$8.14M	0.22%	89
2024 Q4	$92.9M	Buy	256,111 +626	+0.2%	+$243K	0.23%	76
2024 Q3	$99.9M	Buy	255,485 +25,568	+11%	+$8.83M	0.25%	77
2024 Q2	$76.6M	Buy	229,917 +15,467	+7%	+$5.36M	0.2%	89
2024 Q1	$78.6M	Buy	214,450 +376	+0.2%	+$120K	0.2%	103
2023 Q4	$63.3M	Buy	214,074 +3,576	+2%	+$928K	0.18%	107
2023 Q3	$57.5M	Buy	210,498 +10,857	+5%	+$2.95M	0.19%	107
2023 Q2	$49.1M	Buy	199,641 +13,467	+7%	+$3M	0.16%	113
2023 Q1	$42.6M	Sell	186,174 -6,653	-3%	-$1.61M	0.17%	115
2022 Q4	$46.2M	Sell	192,827 -371	-0.2%	-$80.8K	0.21%	98
2022 Q3	$31.7M	Sell	193,198 -7,363	-4%	-$1.35M	0.16%	123
2022 Q2	$35.9M	Buy	200,561 +5,045	+3%	+$1.06M	0.17%	115
2022 Q1	$43.6M	Buy	195,516 +617	+0.3%	+$129K	0.17%	111
2021 Q4	$40.3M	Sell	194,899 -406	-0.2%	-$81.8K	0.15%	127
2021 Q3	$37.5M	Buy	195,305 +536	+0.3%	+$112K	0.15%	132
2021 Q2	$42.4M	Sell	194,769 -10,155	-5%	-$2.35M	0.17%	117
2021 Q1	$47.6M	Buy	204,924 +7,334	+4%	+$1.52M	0.22%	102
2020 Q4	$36M	Sell	197,590 -5,355	-3%	-$908K	0.19%	114
2020 Q3	$29.9M	Sell	202,945 -790	-0.4%	-$111K	0.18%	116
2020 Q2	$25.5M	Sell	203,735 -7,970	-4%	-$945K	0.18%	122
2020 Q1	$23.6M	Sell	211,705 -722	-0.3%	-$92.2K	0.19%	125
2019 Q4	$31.3M	Sell	212,427 -1,962	-0.9%	-$274K	0.22%	104
2019 Q3	$27.1M	Sell	214,389 -6,030	-3%	-$766K	0.21%	118
2019 Q2	$30.1M	Sell	220,419 -4,661	-2%	-$616K	0.28%	85
2019 Q1	$30.5M	Sell	225,080 -21,223	-9%	-$2.82M	0.24%	101
2018 Q4	$30.9M	Buy	+246,303	New	+$32M	0.27%	88
2018 Q3	–	Sell	-235,467	Closed	-$32M	–	532
2018 Q2	$32M	Buy	+235,467	New	+$35.2M	0.32%	72
2016 Q2	$18.6M	Sell	245,332 -10,620,342	-98%	-$796M	0.3%	77
2016 Q1	$142K	Buy	10,865,674 +10,607,006	+4,101%	+$711M	0.2%	114
2015 Q4	$17.8M	Buy	258,668 +17,786	+7%	+$1.24M	0.27%	83
2015 Q3	$15.7M	Buy	+240,882	New	+$18.4M	0.25%	92
2014 Q4	$180K	Buy	194,330 +40,813	+27%	+$3.97M	0.34%	77
2014 Q3	$15.3M	Buy	153,517 +8,756	+6%	+$928K	0.38%	64
2014 Q2	$14.7M	Sell	144,761 -3,867	-3%	-$406K	0.34%	73
2014 Q1	$15.8M	Sell	148,628 -4,284	-3%	-$404K	0.37%	66
2013 Q4	$13.8M	Buy	152,912 +1,081	+0.7%	+$92.3K	0.35%	68
2013 Q3	$12.8M	Buy	151,831 +2,069	+1%	+$175K	0.34%	68
2013 Q2	$12.4M	Buy	+149,762	New	+$12.7M	0.36%	60

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

Royal London Asset Management's CAT Position: Q1 2026 in Review

Royal London Asset Management reduced its Caterpillar (CAT) stake by 1.3% in Q1 2026, selling an estimated $2.21M and leaving 248,917 shares worth $176M. The position accounts for 0.37% of the portfolio, ranked #50.

Royal London Asset Management first reported a position in CAT in Q2 2013 and has held it in 42 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Royal London Asset Management held 248,917 shares of Caterpillar worth $176M as of Q1 2026.
Royal London Asset Management sold 3,192 Caterpillar shares in Q1 2026, an estimated $2.21M.
Caterpillar made up 0.37% of Royal London Asset Management's portfolio in Q1 2026, its #50 holding.
Royal London Asset Management first reported a position in Caterpillar in Q2 2013 and has held it in 42 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Royal London Asset Management's 13F filing for Q1 2026, filed 1 May 2026.