Eagle Rock Investment Company’s Caterpillar CAT Stock Holding History

Eagle Rock Investment Company’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	$7.13M	Hold	6,700	–	–	0.88%	33
2026 Q1	$4.75M	Hold	6,700	–	–	0.69%	41
2025 Q4	$3.84M	Hold	6,700	–	–	0.54%	47
2025 Q3	$3.2M	Hold	6,700	–	–	0.47%	56
2025 Q2	$2.6M	Hold	6,700	–	–	0.41%	63
2025 Q1	$2.21M	Buy	6,700 +775	+13%	+$276K	0.38%	70
2024 Q4	$2.15M	Hold	5,925	–	–	0.36%	72
2024 Q3	$2.32M	Hold	5,925	–	–	0.39%	66
2024 Q2	$1.97M	Hold	5,925	–	–	0.36%	67
2024 Q1	$2.17M	Buy	5,925 +750	+14%	+$240K	0.4%	64
2023 Q4	$1.53M	Hold	5,175	–	–	0.31%	79
2023 Q3	$1.41M	Sell	5,175 -148	-3%	-$40.1K	0.32%	73
2023 Q2	$1.37M	Buy	+5,323	New	+$1.19M	0.29%	77

Other funds holding CAT

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

SMDAM

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

ATO

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Eagle Rock Investment Company's CAT Position: Q2 2026 in Review

Eagle Rock Investment Company held its Caterpillar (CAT) position steady in Q2 2026 at 6,700 shares worth $7.13M. The position accounts for 0.88% of the portfolio, ranked #33.

Eagle Rock Investment Company first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 1,381 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Eagle Rock Investment Company held 6,700 shares of Caterpillar worth $7.13M as of Q2 2026.
Eagle Rock Investment Company left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.88% of Eagle Rock Investment Company's portfolio in Q2 2026, its #33 holding.
Eagle Rock Investment Company first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
1,381 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.