Swedbank
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Swedbank’s Caterpillar CAT Stock Holding History

Swedbank’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 		$229M Buy
215,096
+8,193
+4% +$7.2M 0.2% 89
2026
Q1 		$147M Sell
206,903
-6,573
-3% -$4.55M 0.15% 120
2025
Q4 		$122M Sell
213,476
-131,935
-38% -$73.3M 0.12% 135
2025
Q3 		$165M Buy
345,411
+1,107
+0.3% +$473K 0.17% 110
2025
Q2 		$134M Buy
344,304
+10,086
+3% +$3.36M 0.15% 119
2025
Q1 		$110M Buy
334,218
+52,590
+19% +$18.7M 0.15% 125
2024
Q4 		$102M Sell
281,628
-390
-0.1% -$151K 0.13% 130
2024
Q3 		$110M Buy
282,018
+11,487
+4% +$3.97M 0.14% 126
2024
Q2 		$90.1M Buy
270,531
+5,699
+2% +$1.98M 0.12% 136
2024
Q1 		$97M Buy
264,832
+21,774
+9% +$6.96M 0.85% 7
2023
Q4 		$71.9M Sell
243,058
-18,812
-7% -$4.88M 0.12% 152
2023
Q3 		$71.5M Sell
261,870
-7,759
-3% -$2.1M 0.12% 141
2023
Q2 		$66.3M Sell
269,629
-6,002
-2% -$1.34M 0.11% 152
2023
Q1 		$63.1M Sell
275,631
-1,867
-0.7% -$451K 0.12% 149
2022
Q4 		$66.5M Sell
277,498
-12,655
-4% -$2.75M 0.15% 139
2022
Q3 		$47.6M Buy
290,153
+722
+0.2% +$132K 0.11% 165
2022
Q2 		$51.7M Sell
289,431
-1,693
-0.6% -$357K 0.12% 163
2022
Q1 		$64.9M Buy
291,124
+459
+0.2% +$96.3K 0.12% 157
2021
Q4 		$59.9M Sell
290,665
-8,629
-3% -$1.74M 0.1% 177
2021
Q3 		$57.5M Sell
299,294
-13,658
-4% -$2.84M 0.11% 170
2021
Q2 		$68.1M Sell
312,952
-301
-0.1% -$69.5K 0.13% 156
2021
Q1 		$72.6M Buy
+313,253
New +$64.8M 0.15% 138

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank's CAT Position: Q2 2026 in Review

Swedbank increased its Caterpillar (CAT) stake by 4% in Q2 2026, buying an estimated $7.2M and bringing the position to 215,096 shares worth $229M. The position accounts for 0.2% of the portfolio, ranked #89.

Swedbank first reported a position in CAT in Q1 2021 and has held it in 22 quarters since. 1,642 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Swedbank held 215,096 shares of Caterpillar worth $229M as of Q2 2026.
  • Swedbank bought 8,193 Caterpillar shares in Q2 2026, an estimated $7.2M.
  • Caterpillar made up 0.2% of Swedbank's portfolio in Q2 2026, its #89 holding.
  • Swedbank first reported a position in Caterpillar in Q1 2021 and has held it in 22 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Swedbank's 13F filing for Q2 2026, filed 15 Jul 2026.