Sumitomo Mitsui DS Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $333M | Sell |
313,099
-3,135
| -1% | -$2.75M | 2.3% | 6 |
|
|
2026
Q1 | $224M | Buy |
316,234
+8,829
| +3% | +$6.12M | 1.81% | 9 |
|
|
2025
Q4 | $176M | Sell |
307,405
-630
| -0.2% | -$350K | 1.39% | 11 |
|
|
2025
Q3 | $147M | Buy |
308,035
+1,385
| +0.5% | +$591K | 1.19% | 14 |
|
|
2025
Q2 | $119M | Buy |
306,650
+15,820
| +5% | +$5.27M | 1.07% | 14 |
|
|
2025
Q1 | $95.9M | Buy |
290,830
+17,163
| +6% | +$6.11M | 0.98% | 19 |
|
|
2024
Q4 | $99.3M | Sell |
273,667
-4,259
| -2% | -$1.65M | 1.01% | 16 |
|
|
2024
Q3 | $109M | Buy |
277,926
+9,403
| +4% | +$3.25M | 1.17% | 13 |
|
|
2024
Q2 | $89.4M | Buy |
268,523
+8,252
| +3% | +$2.86M | 1.06% | 18 |
|
|
2024
Q1 | $95.4M | Buy |
260,271
+15,517
| +6% | +$4.96M | 1.19% | 14 |
|
|
2023
Q4 | $72.4M | Sell |
244,754
-2,636
| -1% | -$684K | 0.95% | 20 |
|
|
2023
Q3 | $67.5M | Buy |
247,390
+9,066
| +4% | +$2.46M | 1.05% | 21 |
|
|
2023
Q2 | $58.6M | Buy |
238,324
+9,105
| +4% | +$2.03M | 0.9% | 27 |
|
|
2023
Q1 | $52.5M | Buy |
229,219
+27,749
| +14% | +$6.71M | 0.95% | 24 |
|
|
2022
Q4 | $48.3M | Buy |
201,470
+20,483
| +11% | +$4.46M | 0.98% | 25 |
|
|
2022
Q3 | $29.7M | Buy |
180,987
+22,050
| +14% | +$4.03M | 0.68% | 31 |
|
|
2022
Q2 | $28.4M | Buy |
158,937
+16,465
| +12% | +$3.47M | 0.68% | 28 |
|
|
2022
Q1 | $31.7M | Buy |
142,472
+17,326
| +14% | +$3.63M | 0.67% | 28 |
|
|
2021
Q4 | $25.9M | Buy |
125,146
+5,415
| +5% | +$1.09M | 0.54% | 37 |
|
|
2021
Q3 | $23M | Buy |
119,731
+7,309
| +7% | +$1.52M | 0.54% | 41 |
|
|
2021
Q2 | $24.5M | Buy |
112,422
+6,427
| +6% | +$1.48M | 0.58% | 37 |
|
|
2021
Q1 | $24.6M | Sell |
105,995
-1,370
| -1% | -$284K | 0.64% | 30 |
|
|
2020
Q4 | $19.5M | Sell |
107,365
-10,597
| -9% | -$1.8M | 0.56% | 41 |
|
|
2020
Q3 | $17.6M | Buy |
117,962
+836
| +0.7% | +$117K | 0.56% | 42 |
|
|
2020
Q2 | $14.8M | Buy |
117,126
+12,075
| +11% | +$1.43M | 0.51% | 46 |
|
|
2020
Q1 | $12.2M | Buy |
105,051
+30,284
| +41% | +$3.87M | 0.5% | 48 |
|
|
2019
Q4 | $11M | Sell |
74,767
-1,980
| -3% | -$276K | 0.37% | 58 |
|
|
2019
Q3 | $9.69M | Buy |
76,747
+6,754
| +10% | +$858K | 0.36% | 57 |
|
|
2019
Q2 | $9.54M | Sell |
69,993
-6,551
| -9% | -$866K | 0.38% | 55 |
|
|
2019
Q1 | $10.4M | Buy |
76,544
+1,045
| +1% | +$139K | 0.17% | 127 |
|
|
2018
Q4 | $9.59M | Buy |
75,499
+6,313
| +9% | +$821K | 0.17% | 119 |
|
|
2018
Q3 | $10.6M | Buy |
69,186
+1,894
| +3% | +$268K | 0.16% | 122 |
|
|
2018
Q2 | $9.13M | Buy |
67,292
+2,463
| +4% | +$368K | 0.14% | 134 |
|
|
2018
Q1 | $9.55M | Buy |
64,829
+5,269
| +9% | +$832K | 0.14% | 130 |
|
|
2017
Q4 | $9.38M | Sell |
59,560
-1,532
| -3% | -$212K | 0.14% | 131 |
|
|
2017
Q3 | $7.62M | Buy |
61,092
+68
| +0.1% | +$7.83K | 0.12% | 160 |
|
|
2017
Q2 | $6.56M | Sell |
61,024
-1,918
| -3% | -$195K | 0.11% | 179 |
|
|
2017
Q1 | $5.84M | Buy |
62,942
+4,393
| +8% | +$416K | 0.1% | 195 |
|
|
2016
Q4 | $5.43M | Sell |
58,549
-2,274
| -4% | -$206K | 0.1% | 189 |
|
|
2016
Q3 | $5.4M | Sell |
60,823
-8,131
| -12% | -$665K | 0.12% | 191 |
|
|
2016
Q2 | $5.23M | Sell |
68,954
-2,966
| -4% | -$222K | 0.16% | 145 |
|
|
2016
Q1 | $5.5M | Buy |
71,920
+2,388
| +3% | +$160K | 0.17% | 146 |
|
|
2015
Q4 | $4.72M | Sell |
69,532
-3,368
| -5% | -$235K | 0.16% | 157 |
|
|
2015
Q3 | $4.76M | Sell |
72,900
-443
| -0.6% | -$33.9K | 0.16% | 161 |
|
|
2015
Q2 | $6.22M | Sell |
73,343
-8,581
| -10% | -$738K | 0.2% | 146 |
|
|
2015
Q1 | $6.56M | Buy |
81,924
+13,103
| +19% | +$1.09M | 0.2% | 142 |
|
|
2014
Q4 | $6.3M | Buy |
68,821
+1,225
| +2% | +$119K | 0.19% | 134 |
|
|
2014
Q3 | $6.69M | Sell |
67,596
-12,054
| -15% | -$1.28M | 0.21% | 130 |
|
|
2014
Q2 | $8.65M | Sell |
79,650
-14,561
| -15% | -$1.53M | 0.25% | 112 |
|
|
2014
Q1 | $9.36M | Sell |
94,211
-4,211
| -4% | -$397K | 0.28% | 93 |
|
|
2013
Q4 | $8.94M | Sell |
98,422
-6,274
| -6% | -$536K | 0.26% | 93 |
|
|
2013
Q3 | $8.73M | Sell |
104,696
-7,581
| -7% | -$641K | 0.25% | 94 |
|
|
2013
Q2 | $9.26M | Buy |
+112,277
| New | +$9.55M | 0.26% | 86 |
|
Other funds holding CAT
Sumitomo Mitsui DS Asset Management's CAT Position: Q2 2026 in Review
Sumitomo Mitsui DS Asset Management reduced its Caterpillar (CAT) stake by 0.99% in Q2 2026, selling an estimated $2.75M and leaving 313,099 shares worth $333M. The position accounts for 2.3% of the portfolio, ranked #6.
Sumitomo Mitsui DS Asset Management first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Sumitomo Mitsui DS Asset Management held 313,099 shares of Caterpillar worth $333M as of Q2 2026.
- Sumitomo Mitsui DS Asset Management sold 3,135 Caterpillar shares in Q2 2026, an estimated $2.75M.
- Caterpillar made up 2.3% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #6 holding.
- Sumitomo Mitsui DS Asset Management first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
- 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.