Ring Mountain Capital’s Caterpillar CAT Stock Holding History

Ring Mountain Capital’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 Q3	$808K	Buy	997 +48	+5%	+$40.7K	0.33%	44
2026 Q2	$1.01M	Buy	949 +6	+0.6%	+$5.27K	0.42%	38
2026 Q1	$668K	Buy	943 +3	+0.3%	+$2.08K	0.37%	43
2025 Q4	$608K	Sell	940 -37	-4%	-$20.6K	0.31%	47
2025 Q3	$466K	Sell	977 -23	-2%	-$9.8K	0.26%	52
2025 Q2	$414K	Hold	1,000	–	–	0.25%	57
2025 Q1	$330K	Sell	1,000 -3	-0.3%	-$1.07K	0.25%	64
2024 Q4	$364K	Buy	+1,003	New	+$389K	0.24%	58

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Ring Mountain Capital's CAT Position: Q3 2026 in Review

Ring Mountain Capital increased its Caterpillar (CAT) stake by 5.1% in Q3 2026, buying an estimated $40.7K and bringing the position to 997 shares worth $808K. The position accounts for 0.33% of the portfolio, ranked #44.

Ring Mountain Capital first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q2 2026. 1,882 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Ring Mountain Capital held 997 shares of Caterpillar worth $808K as of Q3 2026.
Ring Mountain Capital bought 48 Caterpillar shares in Q3 2026, an estimated $40.7K.
Caterpillar made up 0.33% of Ring Mountain Capital's portfolio in Q3 2026, its #44 holding.
Ring Mountain Capital first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
Ring Mountain Capital's Caterpillar position peaked at $1.01M in Q2 2026.
1,882 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.