Red Mountain Financial’s Caterpillar CAT Stock Holding History

Red Mountain Financial’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	$864K	Sell	811 -81	-9%	-$71.2K	0.72%	36
2026 Q1	$632K	Sell	892 -8	-0.9%	-$5.54K	0.6%	38
2025 Q4	$515K	Sell	900 -5	-0.6%	-$2.78K	0.51%	43
2025 Q3	$432K	Sell	905 -11	-1%	-$4.7K	0.44%	43
2025 Q2	$356K	Buy	916 +129	+16%	+$43K	0.39%	46
2025 Q1	$260K	Buy	787 +1	+0.1%	+$356	0.32%	51
2024 Q4	$285K	Sell	786 -12	-2%	-$4.65K	0.31%	49
2024 Q3	$312K	Buy	798 +137	+21%	+$47.3K	0.33%	46
2024 Q2	$220K	Buy	+661	New	+$229K	0.27%	55

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Red Mountain Financial's CAT Position: Q2 2026 in Review

Red Mountain Financial reduced its Caterpillar (CAT) stake by 9.1% in Q2 2026, selling an estimated $71.2K and leaving 811 shares worth $864K. The position accounts for 0.72% of the portfolio, ranked #36.

Red Mountain Financial first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 1,963 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Red Mountain Financial held 811 shares of Caterpillar worth $864K as of Q2 2026.
Red Mountain Financial sold 81 Caterpillar shares in Q2 2026, an estimated $71.2K.
Caterpillar made up 0.72% of Red Mountain Financial's portfolio in Q2 2026, its #36 holding.
Red Mountain Financial first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
1,963 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.