Rockingstone Advisors’s Caterpillar CAT Stock Holding History

Rockingstone Advisors’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	$989K	Sell	929 -2	-0.2%	-$1.76K	0.4%	64
2026 Q1	$660K	Sell	931 -1	-0.1%	-$693	0.3%	74
2025 Q4	$534K	Sell	932 -24	-3%	-$13.3K	0.24%	82
2025 Q3	$456K	Sell	956 -380	-28%	-$162K	0.23%	83
2025 Q2	$519K	Hold	1,336	–	–	0.27%	77
2025 Q1	$441K	Buy	1,336 +53	+4%	+$18.9K	0.2%	85
2024 Q4	$465K	Buy	1,283 +34	+3%	+$13.2K	0.21%	83
2024 Q3	$489K	Sell	1,249 -13	-1%	-$4.49K	0.24%	83
2024 Q2	$420K	Buy	1,262 +15	+1%	+$5.2K	0.22%	87
2024 Q1	$457K	Hold	1,247	–	–	0.24%	88
2023 Q4	$369K	Sell	1,247 -404	-24%	-$105K	0.21%	90
2023 Q3	$451K	Sell	1,651 -52	-3%	-$14.1K	0.25%	82
2023 Q2	$419K	Sell	1,703 -21	-1%	-$4.68K	0.24%	85
2023 Q1	$395K	Sell	1,724 -90	-5%	-$21.8K	0.24%	86
2022 Q4	$435K	Buy	+1,814	New	+$395K	0.32%	73

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Rockingstone Advisors's CAT Position: Q2 2026 in Review

Rockingstone Advisors reduced its Caterpillar (CAT) stake by 0.21% in Q2 2026, selling an estimated $1.76K and leaving 929 shares worth $989K. The position accounts for 0.4% of the portfolio, ranked #64.

Rockingstone Advisors first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Rockingstone Advisors held 929 shares of Caterpillar worth $989K as of Q2 2026.
Rockingstone Advisors sold 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
Caterpillar made up 0.4% of Rockingstone Advisors's portfolio in Q2 2026, its #64 holding.
Rockingstone Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.