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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
Q2 		$10.8M Hold
10,110
– – 1.12% 23
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Ramirez Asset Management's CAT Position: Q2 2026 in Review

Ramirez Asset Management held its Caterpillar (CAT) position steady in Q2 2026 at 10,110 shares worth $10.8M. The position accounts for 1.12% of the portfolio, ranked #23.

Ramirez Asset Management first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ramirez Asset Management held 10,110 shares of Caterpillar worth $10.8M as of Q2 2026.
  • Ramirez Asset Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 1.12% of Ramirez Asset Management's portfolio in Q2 2026, its #23 holding.
  • Ramirez Asset Management first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.