Swiss Life 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 | $196M | Sell |
183,734
-7,249
| -4% | -$6.37M | 0.81% | 20 |
|
|
2026
Q1 | $135M | Buy |
190,983
+12,186
| +7% | +$8.44M | 0.66% | 27 |
|
|
2025
Q4 | $102M | Sell |
178,797
-2,015
| -1% | -$1.12M | 0.52% | 34 |
|
|
2025
Q3 | $86.3M | Buy |
180,812
+8,159
| +5% | +$3.48M | 0.45% | 40 |
|
|
2025
Q2 | $67M | Buy |
172,653
+44,199
| +34% | +$14.7M | 0.4% | 54 |
|
|
2025
Q1 | $42.4M | Buy |
128,454
+10,911
| +9% | +$3.89M | 0.31% | 70 |
|
|
2024
Q4 | $42.6M | Buy |
117,543
+30,845
| +36% | +$12M | 0.31% | 65 |
|
|
2024
Q3 | $33.9M | Buy |
86,698
+225
| +0.3% | +$77.7K | 0.39% | 60 |
|
|
2024
Q2 | $28.8M | Buy |
86,473
+7,739
| +10% | +$2.68M | 0.34% | 61 |
|
|
2024
Q1 | $28.9M | Sell |
78,734
-10,026
| -11% | -$3.2M | 0.4% | 61 |
|
|
2023
Q4 | $26.3M | Buy |
88,760
+16,688
| +23% | +$4.33M | 0.32% | 58 |
|
|
2023
Q3 | $19.7M | Buy |
72,072
+6,302
| +10% | +$1.71M | 0.3% | 64 |
|
|
2023
Q2 | $16.2M | Buy |
65,770
+1,203
| +2% | +$268K | 0.24% | 89 |
|
|
2023
Q1 | $14.8M | Buy |
64,567
+2,560
| +4% | +$619K | 0.22% | 105 |
|
|
2022
Q4 | $14.9M | Buy |
62,007
+5,512
| +10% | +$1.2M | 0.25% | 97 |
|
|
2022
Q3 | $9.27M | Sell |
56,495
-1,589
| -3% | -$290K | 0.16% | 158 |
|
|
2022
Q2 | $10.4M | Sell |
58,084
-19,140
| -25% | -$4.03M | 0.17% | 149 |
|
|
2022
Q1 | $17.2M | Sell |
77,224
-2,340
| -3% | -$491K | 0.24% | 98 |
|
|
2021
Q4 | $16.5M | Sell |
79,564
-4,818
| -6% | -$970K | 0.21% | 103 |
|
|
2021
Q3 | $16.2M | Sell |
84,382
-21,631
| -20% | -$4.5M | 0.22% | 103 |
|
|
2021
Q2 | $23.8M | Buy |
106,013
+20,366
| +24% | +$4.7M | 0.24% | 68 |
|
|
2021
Q1 | $19.9M | Buy |
85,647
+633
| +0.7% | +$131K | 0.28% | 78 |
|
|
2020
Q4 | $15.5M | Buy |
85,014
+78,549
| +1,215% | +$13.3M | 0.23% | 96 |
|
|
2020
Q3 | $964K | Buy |
6,465
+241
| +4% | +$33.9K | 0.01% | 372 |
|
|
2020
Q2 | $788K | Buy |
6,224
+228
| +4% | +$27K | 0.01% | 393 |
|
|
2020
Q1 | $696K | Sell |
5,996
-295
| -5% | -$37.7K | 0.01% | 402 |
|
|
2019
Q4 | $929K | Sell |
6,291
-3,336
| -35% | -$466K | 0.02% | 394 |
|
|
2019
Q3 | $1.22M | Buy |
9,627
+3,792
| +65% | +$482K | 0.02% | 389 |
|
|
2019
Q2 | $793K | Buy |
5,835
+49
| +0.8% | +$6.47K | 0.01% | 418 |
|
|
2019
Q1 | $783K | Buy |
+5,786
| New | +$769K | 0.01% | 385 |
|
|
2018
Q4 | – | Sell |
-136,223
| Closed | -$20.8M | – | 230 |
|
|
2018
Q3 | $20.8M | Buy |
136,223
+114,371
| +523% | +$16.2M | 0.28% | 99 |
|
|
2018
Q2 | $2.97M | Sell |
21,852
-124,334
| -85% | -$18.6M | 0.04% | 231 |
|
|
2018
Q1 | $21.5M | Buy |
146,186
+137,773
| +1,638% | +$21.8M | 0.38% | 79 |
|
|
2017
Q4 | $1.33M | Sell |
8,413
-475
| -5% | -$65.9K | 0.03% | 298 |
|
|
2017
Q3 | $1.11M | Buy |
8,888
+3,452
| +64% | +$398K | 0.03% | 310 |
|
|
2017
Q2 | $584K | Buy |
+5,436
| New | +$552K | 0.02% | 392 |
|
|
2017
Q1 | – | Sell |
-3,629
| Closed | -$337K | – | 459 |
|
|
2016
Q4 | $337K | Sell |
3,629
-5,269
| -59% | -$478K | 0.01% | 402 |
|
|
2016
Q3 | $789K | Buy |
8,898
+1,739
| +24% | +$142K | 0.03% | 267 |
|
|
2016
Q2 | $542K | Sell |
7,159
-1,146
| -14% | -$85.9K | 0.02% | 227 |
|
|
2016
Q1 | $635K | Sell |
8,305
-8,506
| -51% | -$570K | 0.03% | 236 |
|
|
2015
Q4 | $1.14M | Buy |
16,811
+646
| +4% | +$45.2K | 0.05% | 141 |
|
|
2015
Q3 | $1.06M | Buy |
16,165
+6,483
| +67% | +$496K | 0.05% | 140 |
|
|
2015
Q2 | $821K | Buy |
9,682
+6,299
| +186% | +$542K | 0.03% | 153 |
|
|
2015
Q1 | $271K | Buy |
+3,383
| New | +$281K | 0.01% | 216 |
|
Other funds holding CAT
N
Swiss Life Asset Management's CAT Position: Q2 2026 in Review
Swiss Life Asset Management reduced its Caterpillar (CAT) stake by 3.8% in Q2 2026, selling an estimated $6.37M and leaving 183,734 shares worth $196M. The position accounts for 0.81% of the portfolio, ranked #20.
Swiss Life Asset Management first reported a position in CAT in Q1 2015 and has held it in 44 quarters since. 3,119 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Swiss Life Asset Management held 183,734 shares of Caterpillar worth $196M as of Q2 2026.
- Swiss Life Asset Management sold 7,249 Caterpillar shares in Q2 2026, an estimated $6.37M.
- Caterpillar made up 0.81% of Swiss Life Asset Management's portfolio in Q2 2026, its #20 holding.
- Swiss Life Asset Management first reported a position in Caterpillar in Q1 2015 and has held it in 44 quarters since.
- 3,119 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.