Bear Mountain Capital’s Caterpillar CAT Stock Holding History

Bear Mountain Capital’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	$278K	Hold	298	–	–	0.08%	37
2026 Q1	$238K	Hold	298	–	–	0.07%	38
2025 Q4	$193K	Sell	298 -48	-14%	-$26.7K	0.06%	40
2025 Q3	$182K	Buy	346 +1	+0.3%	+$427	0.06%	39
2025 Q2	$143K	Sell	345 -7	-2%	-$2.33K	0.05%	43
2025 Q1	$108K	Buy	352 +7	+2%	+$2.49K	0.04%	47
2024 Q4	$140K	Hold	345	–	–	0.05%	40
2024 Q3	$134K	Hold	345	–	–	0.05%	45
2024 Q2	$116K	Hold	345	–	–	0.05%	49
2024 Q1	$124K	Sell	345 -15	-4%	-$4.79K	0.05%	47
2023 Q4	$103K	Buy	+360	New	+$93.4K	0.04%	53

Other funds holding CAT

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Bear Mountain Capital's CAT Position: Q2 2026 in Review

Bear Mountain Capital held its Caterpillar (CAT) position steady in Q2 2026 at 298 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #37.

Bear Mountain Capital first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Bear Mountain Capital held 298 shares of Caterpillar worth $278K as of Q2 2026.
Bear Mountain Capital left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.08% of Bear Mountain Capital's portfolio in Q2 2026, its #37 holding.
Bear Mountain Capital first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.