RIM
CAT icon

Rakuten Investment Management’s Caterpillar CAT Stock Holding History

Rakuten Investment 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 		$78.1M Buy
75,605
+6,417
+9% +$5.64M 0.23% 26
2026
Q1 		$46.2M Buy
69,188
+7,605
+12% +$5.27M 0.09% 37
2025
Q4 		$35.6M Buy
61,583
+49,474
+409% +$27.5M 0.12% 52
2025
Q3 		$548K Buy
+12,109
New +$5.17M ﹤0.01% 555
2025
Q1 		$14.4M Buy
+43,818
New +$15.6M 0.07% 81

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Rakuten Investment Management's CAT Position: Q2 2026 in Review

Rakuten Investment Management increased its Caterpillar (CAT) stake by 9.3% in Q2 2026, buying an estimated $5.64M and bringing the position to 75,605 shares worth $78.1M. The position accounts for 0.23% of the portfolio, ranked #26.

Rakuten Investment Management first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Rakuten Investment Management held 75,605 shares of Caterpillar worth $78.1M as of Q2 2026.
  • Rakuten Investment Management bought 6,417 Caterpillar shares in Q2 2026, an estimated $5.64M.
  • Caterpillar made up 0.23% of Rakuten Investment Management's portfolio in Q2 2026, its #26 holding.
  • Rakuten Investment Management first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.