Sumitomo Mitsui Financial Group’s Caterpillar CAT Stock Holding History

Sumitomo Mitsui Financial Group’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	$70.8K	Sell	100 -120	-55%	-$83.1K	﹤0.01%	164
2025 Q4	$127K	Sell	220 -1	-0.5%	-$556	﹤0.01%	135
2025 Q3	$104K	Buy	+221	New	+$94.3K	﹤0.01%	131
2022 Q2	–	Sell	-584	Closed	-$130K	–	200
2022 Q1	$130K	Buy	584 +352	+152%	+$73.8K	﹤0.01%	160
2021 Q4	$48K	Buy	+232	New	+$46.7K	﹤0.01%	169
2019 Q2	–	Sell	-261	Closed	-$35K	–	119
2019 Q1	$35K	Sell	261 -2,601	-91%	-$345K	﹤0.01%	107
2018 Q4	$363K	Buy	+2,862	New	+$372K	0.02%	82
2018 Q3	–	Sell	-435	Closed	-$59K	–	114
2018 Q2	$59K	Buy	+435	New	+$65K	0.01%	82
2017 Q2	–	Sell	-730	Closed	-$68K	–	118
2017 Q1	$68K	Buy	+730	New	+$69.1K	0.01%	53

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

Sumitomo Mitsui Financial Group's CAT Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group reduced its Caterpillar (CAT) stake by 55% in Q1 2026, selling an estimated $83.1K and leaving 100 shares worth $70.8K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Sumitomo Mitsui Financial Group first reported a position in CAT in Q1 2017 and has held it in 9 quarters since. The position peaked at $363K in Q4 2018. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Sumitomo Mitsui Financial Group held 100 shares of Caterpillar worth $70.8K as of Q1 2026.
Sumitomo Mitsui Financial Group sold 120 Caterpillar shares in Q1 2026, an estimated $83.1K.
Caterpillar made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #164 holding.
Sumitomo Mitsui Financial Group first reported a position in Caterpillar in Q1 2017 and has held it in 9 quarters since.
Sumitomo Mitsui Financial Group's Caterpillar position peaked at $363K in Q4 2018.
3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.