Benin Management Corp’s Caterpillar CAT Stock Holding History

Benin Management Corp’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	$3.82M	Sell	3,585 -80	-2%	-$70.3K	0.77%	20
2026 Q1	$2.6M	Buy	3,665 +700	+24%	+$485K	0.58%	25
2025 Q4	$1.7M	Sell	2,965 -200	-6%	-$111K	0.38%	41
2025 Q3	$1.51M	Hold	3,165	–	–	0.36%	39
2025 Q2	$1.23M	Hold	3,165	–	–	0.32%	40
2025 Q1	$1.04M	Buy	3,165 +68	+2%	+$24.2K	0.3%	43
2024 Q4	$1.12M	Hold	3,097	–	–	0.31%	42
2024 Q3	$1.21M	Sell	3,097 -1	-0%	-$345	0.34%	40
2024 Q2	$1.03M	Buy	3,098 +50	+2%	+$17.3K	0.31%	39
2024 Q1	$1.12M	Buy	3,048 +19	+0.6%	+$6.07K	0.35%	38
2023 Q4	$896K	Buy	3,029 +43	+1%	+$11.2K	0.31%	42
2023 Q3	$815K	Hold	2,986	–	–	0.3%	41
2023 Q2	$735K	Hold	2,986	–	–	0.26%	45
2023 Q1	$683K	Buy	2,986 +230	+8%	+$55.6K	0.26%	49
2022 Q4	$660K	Hold	2,756	–	–	0.27%	48
2022 Q3	$452K	Hold	2,756	–	–	0.19%	58
2022 Q2	$493K	Hold	2,756	–	–	0.19%	61
2022 Q1	$614K	Hold	2,756	–	–	0.19%	64
2021 Q4	$570K	Hold	2,756	–	–	0.17%	69
2021 Q3	$529K	Hold	2,756	–	–	0.17%	66
2021 Q2	$600K	Hold	2,756	–	–	0.19%	62
2021 Q1	$639K	Hold	2,756	–	–	0.23%	52
2020 Q4	$502K	Hold	2,756	–	–	0.2%	57
2020 Q3	$411K	Hold	2,756	–	–	0.18%	60
2020 Q2	$349K	Hold	2,756	–	–	0.16%	68
2020 Q1	$320K	Sell	2,756 -1,027	-27%	-$131K	0.17%	68
2019 Q4	$559K	Hold	3,783	–	–	0.24%	56
2019 Q3	$478K	Hold	3,783	–	–	0.2%	61
2019 Q2	$516K	Buy	3,783 +102	+3%	+$13.5K	0.22%	57
2019 Q1	$499K	Hold	3,681	–	–	0.21%	54
2018 Q4	$468K	Hold	3,681	–	–	0.23%	53
2018 Q3	$561K	Sell	3,681 -100	-3%	-$14.1K	0.22%	53
2018 Q2	$513K	Sell	3,781 -100	-3%	-$14.9K	0.23%	56
2018 Q1	$572K	Buy	3,881 +40	+1%	+$6.32K	0.26%	51
2017 Q4	$605K	Sell	3,841 -300	-7%	-$41.6K	0.24%	53
2017 Q3	$516K	Hold	4,141	–	–	0.21%	61
2017 Q2	$445K	Hold	4,141	–	–	0.19%	63
2017 Q1	$384K	Sell	4,141 -3,800	-48%	-$360K	0.17%	74
2016 Q4	$736K	Hold	7,941	–	–	0.34%	46
2016 Q3	$705K	Hold	7,941	–	–	0.34%	47
2016 Q2	$602K	Buy	7,941 +200	+3%	+$15K	0.31%	52
2016 Q1	$593K	Sell	7,741 -100	-1%	-$6.71K	0.32%	56
2015 Q4	$533K	Sell	7,841 -4,500	-36%	-$315K	0.3%	54
2015 Q3	$807K	Sell	12,341 -400	-3%	-$30.6K	0.44%	43
2015 Q2	$1.08M	Sell	12,741 -100	-0.8%	-$8.6K	0.58%	36
2015 Q1	$1.03M	Hold	12,841	–	–	0.55%	36
2014 Q4	$1.18M	Sell	12,841 -1,500	-10%	-$146K	0.62%	37
2014 Q3	$1.42M	Sell	14,341 -500	-3%	-$53K	0.73%	32
2014 Q2	$1.61M	Sell	14,841 -3,850	-21%	-$404K	0.88%	26
2014 Q1	$1.86M	Sell	18,691 -1,100	-6%	-$104K	1.14%	22
2013 Q4	$1.8M	Sell	19,791 -394	-2%	-$33.6K	1.12%	23
2013 Q3	$1.68M	Sell	20,185 -300	-1%	-$25.4K	1.04%	25
2013 Q2	$1.69M	Buy	+20,485	New	+$1.74M	1.04%	25

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Benin Management Corp's CAT Position: Q2 2026 in Review

Benin Management Corp reduced its Caterpillar (CAT) stake by 2.2% in Q2 2026, selling an estimated $70.3K and leaving 3,585 shares worth $3.82M. The position accounts for 0.77% of the portfolio, ranked #20.

Benin Management Corp first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 957 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Benin Management Corp held 3,585 shares of Caterpillar worth $3.82M as of Q2 2026.
Benin Management Corp sold 80 Caterpillar shares in Q2 2026, an estimated $70.3K.
Caterpillar made up 0.77% of Benin Management Corp's portfolio in Q2 2026, its #20 holding.
Benin Management Corp first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
957 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Benin Management Corp's 13F filing for Q2 2026, filed 15 Jul 2026.