Varma Mutual Pension Insurance Co’s Caterpillar CAT Stock Holding History

Varma Mutual Pension Insurance Co’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	$54.1M	Hold	76,416	–	–	0.32%	40
2025 Q4	$43.8M	Sell	76,416 -2,140	-3%	-$1.19M	0.26%	47
2025 Q3	$37.5M	Buy	78,556 +9,200	+13%	+$3.93M	0.24%	50
2025 Q2	$26.9M	Sell	69,356 -11,200	-14%	-$3.73M	0.2%	68
2025 Q1	$26.6M	Sell	80,556 -3,800	-5%	-$1.35M	0.23%	62
2024 Q4	$30.6M	Sell	84,356 -13,200	-14%	-$5.12M	0.23%	50
2024 Q3	$36.7M	Buy	97,556 +9,700	+11%	+$3.35M	0.29%	49
2024 Q2	$29.3M	Sell	87,856 -11,940	-12%	-$4.14M	0.24%	66
2024 Q1	$36.6M	Buy	99,796 +60,300	+153%	+$19.3M	0.32%	55
2023 Q4	$11.7M	Sell	39,496 -56,296	-59%	-$14.6M	0.13%	65
2023 Q3	$26.2M	Sell	95,792 -36,000	-27%	-$9.77M	0.32%	53
2023 Q2	$32.4M	Buy	131,792 +51,020	+63%	+$11.4M	0.39%	45
2023 Q1	$18.5M	Sell	80,772 -78,284	-49%	-$18.9M	0.23%	90
2022 Q4	$38.1M	Buy	+159,056	New	+$34.6M	0.54%	43
2022 Q3	–	Sell	-86,000	Closed	-$15.4M	–	210
2022 Q2	$15.4M	Sell	86,000 -75,343	-47%	-$15.9M	0.25%	67
2022 Q1	$36M	Buy	161,343 +12,000	+8%	+$2.52M	0.42%	32
2021 Q4	$30.9M	Buy	149,343 +20,000	+15%	+$4.03M	0.45%	31
2021 Q3	$24.8M	Sell	129,343 -10,000	-7%	-$2.08M	0.38%	42
2021 Q2	$30.3M	Sell	139,343 -40,000	-22%	-$9.24M	0.45%	32
2021 Q1	$41.6M	Buy	179,343 +80,051	+81%	+$16.6M	0.6%	21
2020 Q4	$18.1M	Buy	99,292 +9,343	+10%	+$1.58M	0.32%	40
2020 Q3	$13.4M	Sell	89,949 -60,051	-40%	-$8.44M	0.37%	52
2020 Q2	$19M	Buy	+150,000	New	+$17.8M	0.45%	34
2018 Q4	–	Sell	-61,270	Closed	-$9.31M	–	55
2018 Q3	$9.31M	Hold	61,270	–	–	0.27%	56
2018 Q2	$8.3M	Buy	61,270 +41,270	+206%	+$6.17M	0.2%	58
2018 Q1	$2.95M	Hold	20,000	–	–	0.04%	79
2017 Q4	$3.15M	Buy	+20,000	New	+$2.77M	0.05%	75

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Varma Mutual Pension Insurance Co's CAT Position: Q1 2026 in Review

Varma Mutual Pension Insurance Co held its Caterpillar (CAT) position steady in Q1 2026 at 76,416 shares worth $54.1M. The position accounts for 0.32% of the portfolio, ranked #40.

Varma Mutual Pension Insurance Co first reported a position in CAT in Q4 2017 and has held it in 27 quarters since. 3,744 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Varma Mutual Pension Insurance Co held 76,416 shares of Caterpillar worth $54.1M as of Q1 2026.
Varma Mutual Pension Insurance Co left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.32% of Varma Mutual Pension Insurance Co's portfolio in Q1 2026, its #40 holding.
Varma Mutual Pension Insurance Co first reported a position in Caterpillar in Q4 2017 and has held it in 27 quarters since.
3,744 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Varma Mutual Pension Insurance Co's 13F filing for Q1 2026, filed 5 May 2026.