Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Caterpillar CAT Stock Holding History

Sumitomo Mitsui Trust 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 		$931M Sell
1,313,890
-38,584
-3% -$26.7M 0.6% 25
2025
Q4 		$775M Sell
1,352,474
-125,872
-9% -$70M 0.46% 33
2025
Q3 		$705M Sell
1,478,346
-20,926
-1% -$8.93M 0.41% 38
2025
Q2 		$582M Buy
1,499,272
+82,808
+6% +$27.6M 0.36% 49
2025
Q1 		$467M Buy
1,416,464
+5,559
+0.4% +$1.98M 0.33% 58
2024
Q4 		$512M Sell
1,410,905
-13,073
-0.9% -$5.07M 0.35% 53
2024
Q3 		$557M Sell
1,423,978
-7,002
-0.5% -$2.42M 0.39% 44
2024
Q2 		$477M Sell
1,430,980
-114,278
-7% -$39.6M 0.35% 51
2024
Q1 		$566M Sell
1,545,258
-7,524
-0.5% -$2.4M 0.39% 48
2023
Q4 		$459M Sell
1,552,782
-35,578
-2% -$9.23M 0.34% 55
2023
Q3 		$434M Sell
1,588,360
-30,682
-2% -$8.32M 0.36% 52
2023
Q2 		$398M Sell
1,619,042
-199,956
-11% -$44.6M 0.31% 60
2023
Q1 		$416M Sell
1,818,998
-6,369
-0.3% -$1.54M 0.31% 70
2022
Q4 		$437M Sell
1,825,367
-37,724
-2% -$8.21M 0.35% 57
2022
Q3 		$306M Buy
1,863,091
+2,379
+0.1% +$435K 0.25% 87
2022
Q2 		$333M Buy
1,860,712
+51,546
+3% +$10.9M 0.26% 85
2022
Q1 		$403M Sell
1,809,166
-22,537
-1% -$4.73M 0.27% 78
2021
Q4 		$379M Sell
1,831,703
-64,173
-3% -$12.9M 0.23% 94
2021
Q3 		$364M Sell
1,895,876
-216,390
-10% -$45.1M 0.23% 100
2021
Q2 		$460M Buy
2,112,266
+28,823
+1% +$6.66M 0.27% 84
2021
Q1 		$483M Sell
2,083,443
-44,975
-2% -$9.31M 0.3% 73
2020
Q4 		$387M Sell
2,128,418
-296,067
-12% -$50.2M 0.25% 84
2020
Q3 		$362M Sell
2,424,485
-185,007
-7% -$26M 0.24% 87
2020
Q2 		$330M Sell
2,609,492
-48,220
-2% -$5.72M 0.23% 92
2020
Q1 		$308M Buy
2,657,712
+227,983
+9% +$29.1M 0.27% 80
2019
Q4 		$356M Sell
2,429,729
-13,281
-0.5% -$1.85M 0.28% 74
2019
Q3 		$309M Sell
2,443,010
-22,181
-0.9% -$2.82M 0.27% 78
2019
Q2 		$336M Sell
2,465,191
-84,103
-3% -$11.1M 0.3% 69
2019
Q1 		$345M Buy
2,549,294
+15,061
+0.6% +$2M 0.32% 65
2018
Q4 		$318M Buy
2,534,233
+243,802
+11% +$31.7M 0.34% 64
2018
Q3 		$349M Buy
2,290,431
+50,927
+2% +$7.2M 0.38% 57
2018
Q2 		$304M Buy
2,239,504
+145,707
+7% +$21.8M 0.35% 61
2018
Q1 		$309M Buy
2,093,797
+59,405
+3% +$9.38M 0.4% 52
2017
Q4 		$321M Buy
2,034,392
+33,619
+2% +$4.66M 0.41% 49
2017
Q3 		$250M Sell
2,000,773
-4,350
-0.2% -$501K 0.35% 59
2017
Q2 		$215M Buy
2,005,123
+32,645
+2% +$3.32M 0.32% 68
2017
Q1 		$183M Buy
1,972,478
+10,285
+0.5% +$974K 0.28% 80
2016
Q4 		$182M Sell
1,962,193
-5,608
-0.3% -$508K 0.3% 73
2016
Q3 		$175M Buy
1,967,801
+231,957
+13% +$19M 0.29% 76
2016
Q2 		$132M Sell
1,735,844
-2,294
-0.1% -$172K 0.23% 98
2016
Q1 		$133M Buy
1,738,138
+78,950
+5% +$5.3M 0.23% 97
2015
Q4 		$114M Sell
1,659,188
-9,528
-0.6% -$666K 0.2% 113
2015
Q3 		$109M Buy
1,668,716
+94,037
+6% +$7.19M 0.21% 115
2015
Q2 		$134M Sell
1,574,679
-37,355
-2% -$3.21M 0.24% 100
2015
Q1 		$129M Buy
1,612,034
+119,719
+8% +$9.95M 0.23% 101
2014
Q4 		$137M Buy
1,492,315
+18,754
+1% +$1.83M 0.27% 88
2014
Q3 		$146M Sell
1,473,561
-168,120
-10% -$17.8M 0.29% 80
2014
Q2 		$178M Sell
1,641,681
-35,872
-2% -$3.77M 0.37% 61
2014
Q1 		$167M Sell
1,677,553
-46,923
-3% -$4.43M 0.35% 64
2013
Q4 		$157M Sell
1,724,476
-111,731
-6% -$9.54M 0.33% 69
2013
Q3 		$152M Sell
1,836,207
-43,591
-2% -$3.69M 0.33% 70
2013
Q2 		$154M Buy
+1,879,798
New +$160M 0.35% 63

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group reduced its Caterpillar (CAT) stake by 2.9% in Q1 2026, selling an estimated $26.7M and leaving 1,313,890 shares worth $931M. The position accounts for 0.6% of the portfolio, ranked #25.

Sumitomo Mitsui Trust Group first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 1,313,890 shares of Caterpillar worth $931M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 38,584 Caterpillar shares in Q1 2026, an estimated $26.7M.
  • Caterpillar made up 0.6% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #25 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.