Regatta Research & Money Management’s Caterpillar CAT Stock Holding History

Regatta Research & Money Management’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	$303K	Buy	+288	New	+$253K	0.29%	72

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

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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Regatta Research & Money Management's CAT Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Caterpillar (CAT) in Q2 2026: 288 shares worth $303K. The stake represents 0.29% of the portfolio and ranks #72 among its holdings.

3,372 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Regatta Research & Money Management held 288 shares of Caterpillar worth $303K as of Q2 2026.
Caterpillar was a new Regatta Research & Money Management position in Q2 2026.
Caterpillar made up 0.29% of Regatta Research & Money Management's portfolio in Q2 2026, its #72 holding.
3,372 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.