BRWA
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B. Riley Wealth Advisors’s Caterpillar CAT Stock Holding History

B. Riley Wealth 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 		$7.06M Buy
6,835
+84
+1% +$73.8K 0.38% 61
2026
Q1 		$4.51M Sell
6,751
-2,092
-24% -$1.45M 0.29% 84
2025
Q4 		$5.07M Sell
8,843
-54
-0.6% -$30K 0.23% 91
2025
Q3 		$4.25M Sell
8,897
-102
-1% -$43.5K 0.2% 107
2025
Q2 		$3.49M Buy
+8,999
New +$3M 0.16% 131
2024
Q4 		$10.6M Sell
29,096
-6,697
-19% -$2.6M 0.35% 58
2024
Q3 		$14M Sell
35,793
-5,875
-14% -$2.03M 0.39% 44
2024
Q2 		$13.9M Buy
41,668
+2,120
+5% +$735K 0.35% 52
2024
Q1 		$10.8M Buy
39,548
+870
+2% +$278K 0.29% 72
2023
Q4 		$11.4M Sell
38,678
-870
-2% -$226K 0.31% 62
2023
Q3 		$10.8M Sell
39,548
-67,453
-63% -$18.3M 0.29% 72
2023
Q2 		$26.3M Buy
107,001
+67,639
+172% +$15.1M 0.59% 26
2023
Q1 		$9.01M Buy
39,362
+15,282
+63% +$3.69M 0.24% 86
2022
Q4 		$5.77M Sell
24,080
-238
-1% -$51.8K 0.16% 147
2022
Q3 		$3.99M Sell
24,318
-966
-4% -$176K 0.12% 180
2022
Q2 		$4.52M Buy
25,284
+1,372
+6% +$289K 0.19% 116
2022
Q1 		$5.33M Sell
23,912
-39,357
-62% -$8.25M 0.17% 126
2021
Q4 		$13.1M Buy
63,269
+43,919
+227% +$8.84M 0.38% 53
2021
Q3 		$3.72M Sell
19,350
-157
-0.8% -$32.7K 0.12% 190
2021
Q2 		$4.25M Buy
19,507
+574
+3% +$133K 0.14% 172
2021
Q1 		$4.37M Buy
18,933
+3,767
+25% +$780K 0.15% 152
2020
Q4 		$2.76M Sell
15,166
-7,712
-34% -$1.31M 0.15% 158
2020
Q3 		$3.39M Buy
22,878
+886
+4% +$124K 0.18% 133
2020
Q2 		$2.78M Sell
21,992
-6,770
-24% -$803K 0.19% 131
2020
Q1 		$3.34M Buy
28,762
+6,278
+28% +$802K 0.28% 84
2019
Q4 		$3.32M Buy
22,484
+4,667
+26% +$651K 0.28% 81
2019
Q3 		$2.25M Buy
17,817
+8,017
+82% +$1.02M 0.22% 97
2019
Q2 		$1.34M Buy
9,800
+995
+11% +$131K 0.15% 148
2019
Q1 		$1.19M Buy
8,805
+1,521
+21% +$202K 0.15% 159
2018
Q4 		$926K Sell
7,284
-929
-11% -$121K 0.13% 165
2018
Q3 		$1.25M Sell
8,213
-534
-6% -$75.5K 0.15% 153
2018
Q2 		$1.19M Buy
8,747
+1,945
+29% +$291K 0.16% 155
2018
Q1 		$1M Buy
6,802
+467
+7% +$73.7K 0.14% 169
2017
Q4 		$999K Buy
6,335
+426
+7% +$59.1K 0.14% 176
2017
Q3 		$739K Buy
5,909
+741
+14% +$85.3K 0.12% 182
2017
Q2 		$557K Sell
5,168
-293
-5% -$29.8K 0.1% 233
2017
Q1 		$508K Sell
5,461
-309
-5% -$29.3K 0.1% 233
2016
Q4 		$536K Buy
5,770
+306
+6% +$27.7K 0.11% 214
2016
Q3 		$486K Buy
5,464
+3
+0.1% +$245 0.1% 268
2016
Q2 		$415K Sell
5,461
-268
-5% -$20.1K 0.08% 298
2016
Q1 		$439K Sell
5,729
-2,537
-31% -$170K 0.1% 248
2015
Q4 		$562K Sell
8,266
-8,801
-52% -$615K 0.11% 216
2015
Q3 		$1.12M Buy
17,067
+3,696
+28% +$283K 0.27% 96
2015
Q2 		$1.14M Sell
13,371
-3,801
-22% -$327K 0.28% 87
2015
Q1 		$1.37M Sell
17,172
-8,098
-32% -$673K 0.33% 70
2014
Q4 		$15.2K Buy
25,270
+12,435
+97% +$1.21M 0.32% 45
2014
Q3 		$1.27M Sell
12,835
-18,863
-60% -$2M 0.33% 66
2014
Q2 		$1.92M Buy
31,698
+17,391
+122% +$1.83M 0.45% 38
2014
Q1 		$1.42M Sell
14,307
-2,938
-17% -$277K 0.43% 42
2013
Q4 		$1.57M Buy
17,245
+1,962
+13% +$168K 0.5% 38
2013
Q3 		$1.27M Buy
15,283
+5,028
+49% +$425K 0.44% 49
2013
Q2 		$846K Buy
+10,255
New +$872K 0.29% 75

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

B. Riley Wealth Advisors's CAT Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Caterpillar (CAT) stake by 1.2% in Q2 2026, buying an estimated $73.8K and bringing the position to 6,835 shares worth $7.06M. The position accounts for 0.38% of the portfolio, ranked #61.

B. Riley Wealth Advisors first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.3M in Q2 2023. 1,432 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • B. Riley Wealth Advisors held 6,835 shares of Caterpillar worth $7.06M as of Q2 2026.
  • B. Riley Wealth Advisors bought 84 Caterpillar shares in Q2 2026, an estimated $73.8K.
  • Caterpillar made up 0.38% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • B. Riley Wealth Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Caterpillar position peaked at $26.3M in Q2 2023.
  • 1,432 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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