Ramirez Asset Management’s Caterpillar CAT Stock Holding History

Ramirez Asset 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 Q1	$7.16M	Buy	10,110 +260	+3%	+$180K	0.86%	36
2025 Q4	$5.64M	Hold	9,850	–	–	0.74%	43
2025 Q3	$4.7M	Buy	9,850 +1,010	+11%	+$431K	0.65%	52
2025 Q2	$3.43M	Buy	8,840 +5,450	+161%	+$1.82M	0.52%	63
2025 Q1	$1.12M	Sell	3,390 -2,848	-46%	-$1.01M	0.23%	120
2024 Q4	$2.26M	Hold	6,238	–	–	0.46%	64
2024 Q3	$2.44M	Hold	6,238	–	–	0.47%	66
2024 Q2	$2.08M	Sell	6,238 -550	-8%	-$191K	0.42%	75
2024 Q1	$2.49M	Sell	6,788 -290	-4%	-$92.7K	0.5%	74
2023 Q4	$2.09M	Buy	7,078 +450	+7%	+$117K	0.42%	80
2023 Q3	$1.81M	Buy	+6,628	New	+$1.8M	0.39%	87

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ramirez Asset Management's CAT Position: Q1 2026 in Review

Ramirez Asset Management increased its Caterpillar (CAT) stake by 2.6% in Q1 2026, buying an estimated $180K and bringing the position to 10,110 shares worth $7.16M. The position accounts for 0.86% of the portfolio, ranked #36.

Ramirez Asset Management first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Ramirez Asset Management held 10,110 shares of Caterpillar worth $7.16M as of Q1 2026.
Ramirez Asset Management bought 260 Caterpillar shares in Q1 2026, an estimated $180K.
Caterpillar made up 0.86% of Ramirez Asset Management's portfolio in Q1 2026, its #36 holding.
Ramirez Asset Management first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Ramirez Asset Management's 13F filing for Q1 2026, filed 12 May 2026.