RS Crum Inc’s Caterpillar CAT Stock Holding History

RS Crum Inc’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	$4.89M	Buy	4,589 +159	+4%	+$140K	0.92%	17
2026 Q1	$3.14M	Hold	4,430	–	–	0.61%	20
2025 Q4	$2.54M	Hold	4,430	–	–	0.51%	23
2025 Q3	$2.11M	Hold	4,430	–	–	0.47%	25
2025 Q2	$1.72M	Hold	4,430	–	–	0.41%	27
2025 Q1	$1.46M	Hold	4,430	–	–	0.39%	28
2024 Q4	$1.61M	Hold	4,430	–	–	0.4%	28
2024 Q3	$1.73M	Hold	4,430	–	–	0.41%	27
2024 Q2	$1.48M	Buy	4,430 +105	+2%	+$36.4K	0.39%	30
2024 Q1	$1.58M	Sell	4,325 -105	-2%	-$33.6K	0.43%	27
2023 Q4	$1.31M	Hold	4,430	–	–	0.4%	31
2023 Q3	$1.21M	Hold	4,430	–	–	0.43%	34
2023 Q2	$1.09M	Buy	4,430 +125	+3%	+$27.9K	0.39%	34
2023 Q1	$985K	Hold	4,305	–	–	0.38%	35
2022 Q4	$1.03M	Hold	4,305	–	–	0.48%	32
2022 Q3	$706K	Hold	4,305	–	–	0.37%	35
2022 Q2	$770K	Hold	4,305	–	–	0.39%	33
2022 Q1	$959K	Hold	4,305	–	–	0.54%	29
2021 Q4	$890K	Buy	+4,305	New	+$867K	0.49%	30

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

RS Crum Inc's CAT Position: Q2 2026 in Review

RS Crum Inc increased its Caterpillar (CAT) stake by 3.6% in Q2 2026, buying an estimated $140K and bringing the position to 4,589 shares worth $4.89M. The position accounts for 0.92% of the portfolio, ranked #17.

RS Crum Inc first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

RS Crum Inc held 4,589 shares of Caterpillar worth $4.89M as of Q2 2026.
RS Crum Inc bought 159 Caterpillar shares in Q2 2026, an estimated $140K.
Caterpillar made up 0.92% of RS Crum Inc's portfolio in Q2 2026, its #17 holding.
RS Crum Inc first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on RS Crum Inc's 13F filing for Q2 2026, filed 10 Aug 2026.