SEC 13F Intelligence

Sumitomo Mitsui Ds Asset Management Company, Ltd / CAT

Sumitomo Mitsui Ds Asset Management Company, Ltd’s Caterpillar Inc Position

Does Sumitomo Mitsui Ds Asset Management Company, Ltd own Caterpillar Inc (CAT)? Yes — 316.2K shares worth $224M (+1.81% of its 13F portfolio) as of Q1 2026, up from 307.4K shares the prior filed quarter.

Position Value
$224M
Q1 2026
Shares
316.2K
% of Portfolio
+1.81%
Quarters Held
30
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $10MQ2 ’19: $10MQ3 ’19: $10MQ4 ’19: $11MQ4 ’19Q1 ’20: $12MQ2 ’20: $15MQ3 ’20: $18MQ4 ’20: $20MQ4 ’20Q1 ’21: $25MQ2 ’21: $24MQ3 ’21: $23MQ4 ’21: $26MQ4 ’21Q1 ’22: $32MQ2 ’22: $28MQ3 ’22: $30MQ4 ’22: $48MQ4 ’22Q1 ’23: $52MQ2 ’23: $59MQ3 ’23: $68MQ4 ’23: $72MQ4 ’23Q1 ’24: $95MQ2 ’24: $89MQ3 ’24: $109MQ4 ’24: $99MQ4 ’24Q1 ’25: $96MQ2 ’25: $119MQ3 ’25: $147MQ4 ’25: $176MQ4 ’25Q1 ’26: $224Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026316.2K$224M+1.81%
Q4 2025307.4K$176M+1.39%
Q3 2025308.0K$147M+1.19%
Q2 2025306.6K$119M+1.07%
Q1 2025290.8K$96M+0.98%
Q4 2024273.7K$99M+1.01%
Q3 2024277.9K$109M+1.17%
Q2 2024268.5K$89M+1.06%
Q1 2024260.3K$95M+1.19%
Q4 2023244.8K$72M+0.95%
Q3 2023247.4K$68M+1.05%
Q2 2023238.3K$59M+0.90%
Q1 2023229.2K$52M+0.95%
Q4 2022201.5K$48M+0.98%
Q3 2022181.0K$30M+0.68%
Q2 2022158.9K$28M+0.68%
Q1 2022142.5K$32M+0.67%
Q4 2021125.1K$26M+0.54%
Q3 2021119.7K$23M+0.54%
Q2 2021112.4K$24M+0.58%
Q1 2021106.0K$25M+0.64%
Q4 2020107.4K$20M+0.56%
Q3 2020118.0K$18M+0.56%
Q2 2020117.1K$15M+0.51%
Q1 2020105.1K$12M+0.50%
Q4 201974.8K$11M+0.37%
Q3 201976.7K$10M+0.36%
Q2 201970.0K$10M+0.38%
Q1 201976.5K$10M+0.17%
Q4 201875.5K$10M+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sumitomo Mitsui Ds Asset Management Company, Ltd’s full portfolio or all institutional holders of CAT.