Belmont Capital’s Caterpillar CAT Stock Holding History

Belmont 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
2025 Q2	$280K	Hold	720	–	–	0.04%	106
2025 Q1	$237K	Buy	720 +650	+929%	+$232K	0.04%	113
2024 Q4	$25.4K	Hold	70	–	–	﹤0.01%	108
2024 Q3	$27.4K	Hold	70	–	–	﹤0.01%	147
2024 Q2	$23.3K	Hold	70	–	–	﹤0.01%	173
2024 Q1	$25.6K	Hold	70	–	–	0.01%	140
2023 Q4	$20.7K	Hold	70	–	–	0.01%	125
2023 Q3	$19.1K	Hold	70	–	–	0.01%	120
2023 Q2	$17.2K	Hold	70	–	–	0.01%	110
2023 Q1	$16K	Hold	70	–	–	0.01%	75
2022 Q4	$17K	Hold	70	–	–	0.02%	72
2022 Q3	$11K	Hold	70	–	–	0.01%	78
2022 Q2	$13K	Hold	70	–	–	0.02%	47
2022 Q1	$16K	Hold	70	–	–	0.02%	43
2021 Q4	$14K	Hold	70	–	–	0.01%	48
2021 Q3	$13K	Hold	70	–	–	0.01%	51
2021 Q2	$15K	Hold	70	–	–	0.02%	46
2021 Q1	$16K	Hold	70	–	–	0.02%	42
2020 Q4	$13K	Hold	70	–	–	0.01%	48
2020 Q3	$10K	Hold	70	–	–	﹤0.01%	42
2020 Q2	$9K	Hold	70	–	–	0.01%	46
2020 Q1	$8K	Hold	70	–	–	0.01%	45
2019 Q4	$10K	Buy	+70	New	+$9.77K	0.01%	40

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Belmont Capital's CAT Position: Q2 2025 in Review

Belmont Capital held its Caterpillar (CAT) position steady in Q2 2025 at 720 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #106.

Belmont Capital first reported a position in CAT in Q4 2019 and has held it in 23 quarters since. 3,016 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

Belmont Capital held 720 shares of Caterpillar worth $280K as of Q2 2025.
Belmont Capital left its Caterpillar share count unchanged in Q2 2025.
Caterpillar made up 0.04% of Belmont Capital's portfolio in Q2 2025, its #106 holding.
Belmont Capital first reported a position in Caterpillar in Q4 2019 and has held it in 23 quarters since.
3,016 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.