RMC
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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
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% -$9.82K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ring Mountain Capital's CAT Position: Q1 2026 in Review

Ring Mountain Capital increased its Caterpillar (CAT) stake by 0.32% in Q1 2026, buying an estimated $2.08K and bringing the position to 943 shares worth $668K. The position accounts for 0.37% of the portfolio, ranked #43.

Ring Mountain Capital first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Ring Mountain Capital held 943 shares of Caterpillar worth $668K as of Q1 2026.
  • Ring Mountain Capital bought 3 Caterpillar shares in Q1 2026, an estimated $2.08K.
  • Caterpillar made up 0.37% of Ring Mountain Capital's portfolio in Q1 2026, its #43 holding.
  • Ring Mountain Capital first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Ring Mountain Capital's 13F filing for Q1 2026, filed 1 May 2026.