SMFG
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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
Q2 		– Sell
-100
Closed -$87.8K – 222
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
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

Sumitomo Mitsui Financial Group's CAT Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 100 shares — an estimated $87.8K sold.

Sumitomo Mitsui Financial Group first reported a position in CAT in Q1 2017 and held it in 9 quarters. The position peaked at $363K in Q4 2018. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sumitomo Mitsui Financial Group reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 100 Caterpillar shares in Q2 2026, an estimated $87.8K.
  • Sumitomo Mitsui Financial Group first reported a position in Caterpillar in Q1 2017 and held it in 9 quarters.
  • Sumitomo Mitsui Financial Group's Caterpillar position peaked at $363K in Q4 2018.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.