RIP
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RAM Investment Partners’s Caterpillar CAT Stock Holding History

RAM Investment Partners’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 		$257K Sell
241
-218
-47% -$192K 0.04% 106
2026
Q1 		$325K Buy
459
+248
+118% +$172K 0.06% 89
2025
Q4 		$121K Buy
+211
New +$117K 0.02% 112

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

RAM Investment Partners's CAT Position: Q2 2026 in Review

RAM Investment Partners reduced its Caterpillar (CAT) stake by 47% in Q2 2026, selling an estimated $192K and leaving 241 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #106.

RAM Investment Partners first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $325K in Q1 2026. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • RAM Investment Partners held 241 shares of Caterpillar worth $257K as of Q2 2026.
  • RAM Investment Partners sold 218 Caterpillar shares in Q2 2026, an estimated $192K.
  • Caterpillar made up 0.04% of RAM Investment Partners's portfolio in Q2 2026, its #106 holding.
  • RAM Investment Partners first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • RAM Investment Partners's Caterpillar position peaked at $325K in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.