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Rossmore Private Capital’s Caterpillar CAT Stock Holding History

Rossmore Private 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
Q2 		$5.07M Buy
4,759
+3
+0.1% +$2.63K 0.41% 54
2026
Q1 		$3.37M Sell
4,756
-10
-0.2% -$6.93K 0.3% 71
2025
Q4 		$2.73M Buy
4,766
+553
+13% +$307K 0.24% 78
2025
Q3 		$2.01M Buy
4,213
+190
+5% +$81.1K 0.22% 86
2025
Q2 		$1.56M Buy
4,023
+125
+3% +$41.7K 0.18% 99
2025
Q1 		$1.29M Buy
3,898
+82
+2% +$29.2K 0.16% 110
2024
Q4 		$1.38M Buy
3,816
+695
+22% +$270K 0.17% 99
2024
Q3 		$1.22M Sell
3,121
-5
-0.2% -$1.73K 0.15% 112
2024
Q2 		$1.04M Sell
3,126
-95
-3% -$32.9K 0.14% 116
2024
Q1 		$1.18M Buy
3,221
+30
+0.9% +$9.59K 0.15% 110
2023
Q4 		$943K Hold
3,191
– – 0.13% 122
2023
Q3 		$871K Buy
3,191
+69
+2% +$18.7K 0.13% 123
2023
Q2 		$768K Sell
3,122
-21
-0.7% -$4.68K 0.11% 133
2023
Q1 		$719K Sell
3,143
-64
-2% -$15.5K 0.11% 135
2022
Q4 		$768K Buy
3,207
+114
+4% +$24.8K 0.12% 126
2022
Q3 		$507K Buy
3,093
+20
+0.7% +$3.65K 0.09% 149
2022
Q2 		$549K Buy
3,073
+380
+14% +$80.1K 0.1% 148
2022
Q1 		$600K Hold
2,693
– – 0.09% 146
2021
Q4 		$557K Hold
2,693
– – 0.09% 151
2021
Q3 		$517K Hold
2,693
– – 0.09% 150
2021
Q2 		$586K Hold
2,693
– – 0.1% 148
2021
Q1 		$624K Buy
2,693
+446
+20% +$92.3K 0.12% 133
2020
Q4 		$409K Hold
2,247
– – 0.08% 155
2020
Q3 		$335K Buy
2,247
+275
+14% +$38.6K 0.08% 152
2020
Q2 		$249K Buy
+1,972
New +$234K 0.07% 150
2018
Q1 		– Sell
-680
Closed -$107K – 149
2017
Q4 		$107K Buy
+680
New +$94.3K 0.11% 126

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Rossmore Private Capital's CAT Position: Q2 2026 in Review

Rossmore Private Capital increased its Caterpillar (CAT) stake by 0.06% in Q2 2026, buying an estimated $2.63K and bringing the position to 4,759 shares worth $5.07M. The position accounts for 0.41% of the portfolio, ranked #54.

Rossmore Private Capital first reported a position in CAT in Q4 2017 and has held it in 26 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Rossmore Private Capital held 4,759 shares of Caterpillar worth $5.07M as of Q2 2026.
  • Rossmore Private Capital bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.41% of Rossmore Private Capital's portfolio in Q2 2026, its #54 holding.
  • Rossmore Private Capital first reported a position in Caterpillar in Q4 2017 and has held it in 26 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.