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SUMITOMO MITSUI FINANCIAL GROUP, INC.: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMITOMO MITSUI FINANCIAL GROUP, INC. on CAT, newest first. How the timeline and the estimate are built.

SUMITOMO MITSUI FINANCIAL GROUP, INC. held 313,099 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 313,099 shares
    Change vs previous 13F -3,235 shares

    2.3% of the 13F portfolio, value $333,419,125.

    13F-HR 0001193125-26-311231 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 0 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 313,099 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 316,334 shares
    Change vs previous 13F +8,709 shares

    1.3% of the 13F portfolio, value $224,109,986.

    13F-HR 0001193125-26-174894 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 100 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 316,234 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 307,625 shares
    Change vs previous 13F -631 shares

    0.96% of the 13F portfolio, value $176,230,396.

    13F-HR 0001193125-26-034373 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 220 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 307,405 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 308,256 shares
    Change vs previous 13F +1,606 shares

    0.82% of the 13F portfolio, value $147,083,126.

    13F-HR 0001193125-25-249288 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 221 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 308,035 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 306,650 shares
    Change vs previous 13F +15,820 shares

    1.07% of the 13F portfolio, value $119,044,597.

    13F-HR 0000950123-25-006259 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 290,830 shares
    Change vs previous 13F +17,163 shares

    0.98% of the 13F portfolio, value $95,915,734.

    13F-HR 0000950123-25-003781 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 273,667 shares
    Change vs previous 13F -4,259 shares

    1.01% of the 13F portfolio, value $99,275,441.

    13F-HR 0000950123-25-000621 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 277,926 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $108,702,417.

    13F-HR 0000950123-24-009729 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).