Towarzystwo Funduszy Inwestycyjnych PZU SA’s Caterpillar CAT Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$998K	Buy	937 +117	+14%	+$103K	0.28%	57
2026 Q1	$581K	Buy	820 +230	+39%	+$159K	0.2%	83
2025 Q4	$338K	Hold	590	–	–	0.09%	138
2025 Q3	$282K	Buy	590 +50	+9%	+$21.3K	0.07%	139
2025 Q2	$210K	Buy	540 +45	+9%	+$15K	0.06%	158
2025 Q1	$163K	Hold	495	–	–	0.06%	165
2024 Q4	$180K	Buy	495 +75	+18%	+$29.1K	0.06%	137
2024 Q3	$164K	Hold	420	–	–	0.06%	139
2024 Q2	$140K	Hold	420	–	–	0.05%	148
2024 Q1	$154K	Hold	420	–	–	0.07%	138
2023 Q4	$124K	Buy	+420	New	+$109K	0.06%	144
2021 Q3	$51.8K	Hold	270	–	–	0.06%	120
2021 Q2	$58.8K	Hold	270	–	–	0.07%	119
2021 Q1	$62.6K	Hold	270	–	–	0.09%	105
2020 Q4	$49.1K	Buy	+270	New	+$45.8K	0.05%	103

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's CAT Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its Caterpillar (CAT) stake by 14% in Q2 2026, buying an estimated $103K and bringing the position to 937 shares worth $998K. The position accounts for 0.28% of the portfolio, ranked #57.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in CAT in Q4 2020 and has held it in 15 quarters since. 3,282 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 937 shares of Caterpillar worth $998K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA bought 117 Caterpillar shares in Q2 2026, an estimated $103K.
Caterpillar made up 0.28% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #57 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Caterpillar in Q4 2020 and has held it in 15 quarters since.
3,282 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.