Merrion Investment Management’s Caterpillar CAT Stock Holding History

Merrion Investment Management’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	$1.38M	Hold	1,300	–	–	0.66%	35
2026 Q1	$921K	Hold	1,300	–	–	0.5%	47
2025 Q4	$745K	Buy	1,300 +100	+8%	+$55.6K	0.4%	51
2025 Q3	$573K	Buy	1,200 +200	+20%	+$85.4K	0.33%	59
2025 Q2	$388K	Hold	1,000	–	–	0.25%	75
2025 Q1	$330K	Hold	1,000	–	–	0.24%	79
2024 Q4	$363K	Hold	1,000	–	–	0.25%	77
2024 Q3	$391K	Hold	1,000	–	–	0.26%	72
2024 Q2	$333K	Hold	1,000	–	–	0.23%	77
2024 Q1	$366K	Buy	+1,000	New	+$320K	0.26%	74

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

Merrion Investment Management's CAT Position: Q2 2026 in Review

Merrion Investment Management held its Caterpillar (CAT) position steady in Q2 2026 at 1,300 shares worth $1.38M. The position accounts for 0.66% of the portfolio, ranked #35.

Merrion Investment Management first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Merrion Investment Management held 1,300 shares of Caterpillar worth $1.38M as of Q2 2026.
Merrion Investment Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.66% of Merrion Investment Management's portfolio in Q2 2026, its #35 holding.
Merrion Investment Management first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.