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Livermore
Livermore
ZHEN

Ramirez Asset Management, Inc.

SEC CIK
0001992110
Latest filing
Aug 13, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Ramirez Asset Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
10,110
Value
$10.8M
% of portfolio
1.1%
Quarters held
12
Since Q3 2023
Holdings of CAT by Ramirez Asset Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,110$10.8M1.1%00.0%UnchangedHolders
Q1 202610,110$7.16M0.9%+260+2.6%AddedHolders
Q4 20259,850$5.64M0.7%00.0%UnchangedHolders
Q3 20259,850$4.70M0.7%+1,010+11.4%AddedHolders
Q2 20258,840$3.43M0.5%+5,450+160.8%AddedHolders
Q1 20253,390$1.12M0.2%−2,848−45.7%ReducedHolders
Q4 20246,238$2.26M0.5%00.0%UnchangedHolders
Q3 20246,238$2.44M0.5%00.0%UnchangedHolders
Q2 20246,238$2.08M0.4%−550−8.1%ReducedHolders
Q1 20246,788$2.49M0.5%−290−4.1%ReducedHolders
Q4 20237,078$2.09M0.4%+450+6.8%AddedHolders
Q3 20236,628$1.81M0.4%–No prior filingHolders