Tokio Marine Asset Management’s Caterpillar CAT Stock Holding History

Tokio Marine Asset Management’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	$18.4M	Buy	17,290 +311	+2%	+$273K	0.57%	31
2026 Q1	$12M	Buy	16,979 +536	+3%	+$371K	0.43%	38
2025 Q4	$9.42M	Buy	16,443 +744	+5%	+$414K	0.32%	57
2025 Q3	$7.49M	Buy	15,699 +554	+4%	+$237K	0.27%	62
2025 Q2	$5.88M	Buy	15,145 +630	+4%	+$210K	0.23%	77
2025 Q1	$4.79M	Buy	14,515 +614	+4%	+$219K	0.17%	119
2024 Q4	$5.04M	Buy	13,901 +434	+3%	+$168K	0.18%	112
2024 Q3	$5.27M	Buy	13,467 +426	+3%	+$147K	0.23%	73
2024 Q2	$4.34M	Buy	13,041 +319	+3%	+$111K	0.21%	76
2024 Q1	$4.66M	Buy	12,722 +1,133	+10%	+$362K	0.24%	71
2023 Q4	$3.43M	Buy	11,589 +417	+4%	+$108K	0.19%	85
2023 Q3	$3.05M	Buy	11,172 +973	+10%	+$264K	0.19%	81
2023 Q2	$2.51M	Sell	10,199 -82	-0.8%	-$18.3K	0.16%	92
2023 Q1	$2.35M	Buy	10,281 +1,472	+17%	+$356K	0.16%	97
2022 Q4	$2.11M	Buy	8,809 +854	+11%	+$186K	0.16%	101
2022 Q3	$1.3M	Buy	7,955 +832	+12%	+$152K	0.11%	127
2022 Q2	$1.27M	Buy	7,123 +1,166	+20%	+$246K	0.11%	130
2022 Q1	$1.33M	Buy	5,957 +601	+11%	+$126K	0.1%	128
2021 Q4	$1.11M	Buy	5,356 +336	+7%	+$67.7K	0.09%	144
2021 Q3	$964K	Sell	5,020 -651	-11%	-$136K	0.09%	148
2021 Q2	$1.23M	Buy	5,671 +1,315	+30%	+$304K	0.11%	104
2021 Q1	$1.01M	Buy	4,356 +973	+29%	+$201K	0.1%	122
2020 Q4	$615K	Buy	3,383 +64	+2%	+$10.9K	0.07%	155
2020 Q3	$495K	Buy	3,319 +651	+24%	+$91.4K	0.06%	154
2020 Q2	$338K	Buy	2,668 +391	+17%	+$46.4K	0.05%	173
2020 Q1	$264K	Sell	2,277 -1,214	-35%	-$155K	0.05%	174
2019 Q4	$516K	Sell	3,491 -689	-16%	-$96.2K	0.08%	132
2019 Q3	$528K	Sell	4,180 -502	-11%	-$63.8K	0.09%	130
2019 Q2	$638K	Sell	4,682 -782	-14%	-$103K	0.11%	113
2019 Q1	$740K	Sell	5,464 -440	-7%	-$58.4K	0.14%	99
2018 Q4	$750K	Buy	5,904 +4,236	+254%	+$551K	0.15%	102
2018 Q3	$254K	Sell	1,668 -972	-37%	-$137K	0.04%	206
2018 Q2	$358K	Sell	2,640 -761	-22%	-$114K	0.07%	188
2018 Q1	$501K	Sell	3,401 -175	-5%	-$27.6K	0.09%	176
2017 Q4	$564K	Sell	3,576 -2,836	-44%	-$393K	0.09%	191
2017 Q3	$800K	Sell	6,412 -7,679	-54%	-$884K	0.12%	160
2017 Q2	$1.51M	Sell	14,091 -3,674	-21%	-$373K	0.22%	122
2017 Q1	$1.65M	Sell	17,765 -23,603	-57%	-$2.23M	0.22%	122
2016 Q4	$3.84M	Buy	41,368 +24,306	+142%	+$2.2M	0.44%	66
2016 Q3	$1.51M	Sell	17,062 -947	-5%	-$77.5K	0.16%	123
2016 Q2	$1.36M	Sell	18,009 -6,033	-25%	-$452K	0.14%	135
2016 Q1	$1.84M	Buy	24,042 +4,796	+25%	+$322K	0.19%	114
2015 Q4	$1.31M	Sell	19,246 -8,335	-30%	-$583K	0.14%	141
2015 Q3	$1.8M	Buy	27,581 +4,124	+18%	+$315K	0.19%	111
2015 Q2	$1.99M	Buy	23,457 +2,856	+14%	+$246K	0.2%	108
2015 Q1	$1.65M	Sell	20,601 -6,499	-24%	-$540K	0.15%	133
2014 Q4	$2.48M	Sell	27,100 -8,278	-23%	-$806K	0.22%	106
2014 Q3	$3.5M	Sell	35,378 -1,623	-4%	-$172K	0.25%	89
2014 Q2	$4.02M	Sell	37,001 -5,126	-12%	-$538K	0.27%	87
2014 Q1	$4.19M	Sell	42,127 -1,500	-3%	-$141K	0.27%	82
2013 Q4	$3.96M	Sell	43,627 -5,736	-12%	-$490K	0.25%	96
2013 Q3	$4.12M	Sell	49,363 -2,449	-5%	-$207K	0.26%	91
2013 Q2	$4.27M	Buy	+51,812	New	+$4.41M	0.27%	88

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Tokio Marine Asset Management's CAT Position: Q2 2026 in Review

Tokio Marine Asset Management increased its Caterpillar (CAT) stake by 1.8% in Q2 2026, buying an estimated $273K and bringing the position to 17,290 shares worth $18.4M. The position accounts for 0.57% of the portfolio, ranked #31.

Tokio Marine Asset Management first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Tokio Marine Asset Management held 17,290 shares of Caterpillar worth $18.4M as of Q2 2026.
Tokio Marine Asset Management bought 311 Caterpillar shares in Q2 2026, an estimated $273K.
Caterpillar made up 0.57% of Tokio Marine Asset Management's portfolio in Q2 2026, its #31 holding.
Tokio Marine Asset Management first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Tokio Marine Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.