MHR
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Matthew Hamilton Rosenberg’s Caterpillar CAT Stock Holding History

Matthew Hamilton Rosenberg’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 		$1.79M Buy
1,685
+89
+6% +$78.2K 0.33% 36
2026
Q1 		$1.13M Sell
1,596
-4
-0.3% -$2.77K 0.23% 50
2025
Q4 		$917K Hold
1,600
– – 0.19% 55
2025
Q3 		$763K Buy
1,600
+49
+3% +$20.9K 0.17% 61
2025
Q2 		$602K Buy
1,551
+139
+10% +$46.3K 0.14% 69
2025
Q1 		$466K Buy
1,412
+54
+4% +$19.2K 0.12% 83
2024
Q4 		$493K Buy
1,358
+176
+15% +$68.3K 0.13% 75
2024
Q3 		$462K Buy
1,182
+25
+2% +$8.63K 0.12% 80
2024
Q2 		$381K Sell
1,157
-50
-4% -$17.3K 0.11% 88
2024
Q1 		$439K Sell
1,207
-177
-13% -$56.6K 0.13% 81
2023
Q4 		$409K Buy
1,384
+23
+2% +$5.97K 0.13% 84
2023
Q3 		$372K Hold
1,361
– – 0.12% 84
2023
Q2 		$335K Sell
1,361
-124
-8% -$27.6K 0.11% 100
2023
Q1 		$340K Buy
1,485
+60
+4% +$14.5K 0.11% 110
2022
Q4 		$341K Hold
1,425
– – 0.12% 108
2022
Q3 		$234K Buy
1,425
+63
+5% +$11.5K 0.09% 135
2022
Q2 		$243K Buy
1,362
+10
+0.7% +$2.11K 0.09% 137
2022
Q1 		$301K Buy
1,352
+78
+6% +$16.4K 0.11% 115
2021
Q4 		$263K Buy
1,274
+40
+3% +$8.05K 0.09% 138
2021
Q3 		$237K Buy
1,234
+125
+11% +$26K 0.09% 143
2021
Q2 		$241K Buy
1,109
+120
+12% +$27.7K 0.13% 105
2021
Q1 		$229K Buy
989
+290
+41% +$60K 0.13% 103
2020
Q4 		$127K Buy
699
+114
+19% +$19.3K 0.08% 184
2020
Q3 		$87K Hold
585
– – 0.06% 229
2020
Q2 		$74K Sell
585
-85
-13% -$10.1K 0.06% 246
2020
Q1 		$78K Buy
+670
New +$85.6K 0.08% 172

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Matthew Hamilton Rosenberg's CAT Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Caterpillar (CAT) stake by 5.6% in Q2 2026, buying an estimated $78.2K and bringing the position to 1,685 shares worth $1.79M. The position accounts for 0.33% of the portfolio, ranked #36.

Matthew Hamilton Rosenberg first reported a position in CAT in Q1 2020 and has held it in 26 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Matthew Hamilton Rosenberg held 1,685 shares of Caterpillar worth $1.79M as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 89 Caterpillar shares in Q2 2026, an estimated $78.2K.
  • Caterpillar made up 0.33% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #36 holding.
  • Matthew Hamilton Rosenberg first reported a position in Caterpillar in Q1 2020 and has held it in 26 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.