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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
Q3 		$1.44M Buy
1,776
+91
+5% +$77.2K 0.26% 47
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Matthew Hamilton Rosenberg's CAT Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Caterpillar (CAT) stake by 5.4% in Q3 2026, buying an estimated $77.2K and bringing the position to 1,776 shares worth $1.44M. The position accounts for 0.26% of the portfolio, ranked #47.

Matthew Hamilton Rosenberg first reported a position in CAT in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.79M in Q2 2026. 2,456 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,776 shares of Caterpillar worth $1.44M as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 91 Caterpillar shares in Q3 2026, an estimated $77.2K.
  • Caterpillar made up 0.26% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #47 holding.
  • Matthew Hamilton Rosenberg first reported a position in Caterpillar in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Caterpillar position peaked at $1.79M in Q2 2026.
  • 2,456 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.