Frank Rimerman Advisors’s Caterpillar CAT Stock Holding History

Frank Rimerman 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	$6.39M	Buy	6,001 +40	+0.7%	+$35.1K	0.36%	42
2026 Q1	$4.22M	Buy	5,961 +570	+11%	+$395K	0.28%	60
2025 Q4	$3.09M	Buy	5,391 +661	+14%	+$367K	0.2%	87
2025 Q3	$2.26M	Buy	4,730 +465	+11%	+$199K	0.14%	109
2025 Q2	$1.66M	Sell	4,265 -1,064	-20%	-$355K	0.11%	142
2025 Q1	$1.76M	Buy	5,329 +139	+3%	+$49.5K	0.14%	117
2024 Q4	$1.88M	Sell	5,190 -6,293	-55%	-$2.44M	0.14%	112
2024 Q3	$4.49M	Buy	11,483 +20	+0.2%	+$6.91K	0.32%	47
2024 Q2	$3.82M	Buy	+11,463	New	+$3.97M	0.27%	60

Other funds holding CAT

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Frank Rimerman Advisors's CAT Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Caterpillar (CAT) stake by 0.67% in Q2 2026, buying an estimated $35.1K and bringing the position to 6,001 shares worth $6.39M. The position accounts for 0.36% of the portfolio, ranked #42.

Frank Rimerman Advisors first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 2,543 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Frank Rimerman Advisors held 6,001 shares of Caterpillar worth $6.39M as of Q2 2026.
Frank Rimerman Advisors bought 40 Caterpillar shares in Q2 2026, an estimated $35.1K.
Caterpillar made up 0.36% of Frank Rimerman Advisors's portfolio in Q2 2026, its #42 holding.
Frank Rimerman Advisors first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
2,543 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.