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 Q2	$78.9M	Sell	74,116 -2,300	-3%	-$2.02M	0.42%	30
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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Varma Mutual Pension Insurance Co's CAT Position: Q2 2026 in Review

Varma Mutual Pension Insurance Co reduced its Caterpillar (CAT) stake by 3% in Q2 2026, selling an estimated $2.02M and leaving 74,116 shares worth $78.9M. The position accounts for 0.42% of the portfolio, ranked #30.

Varma Mutual Pension Insurance Co first reported a position in CAT in Q4 2017 and has held it in 28 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Varma Mutual Pension Insurance Co held 74,116 shares of Caterpillar worth $78.9M as of Q2 2026.
Varma Mutual Pension Insurance Co sold 2,300 Caterpillar shares in Q2 2026, an estimated $2.02M.
Caterpillar made up 0.42% of Varma Mutual Pension Insurance Co's portfolio in Q2 2026, its #30 holding.
Varma Mutual Pension Insurance Co first reported a position in Caterpillar in Q4 2017 and has held it in 28 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Varma Mutual Pension Insurance Co's 13F filing for Q2 2026, filed 12 Aug 2026.