RS
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Rakuten Securities’s Caterpillar CAT Stock Holding History

Rakuten Securities’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 		$492K Buy
462
+280
+154% +$246K 0.11% 87
2026
Q1 		$129K Buy
182
+82
+82% +$56.8K 0.05% 157
2025
Q4 		$57.3K Buy
100
+28
+39% +$15.6K 0.02% 231
2025
Q3 		$34.4K Sell
72
-51
-41% -$21.8K 0.01% 274
2025
Q2 		$47.8K Sell
123
-252
-67% -$84K 0.02% 228
2025
Q1 		$124K Buy
375
+191
+104% +$68K 0.06% 142
2024
Q4 		$66.7K Buy
184
+31
+20% +$12K 0.03% 185
2024
Q3 		$59.8K Sell
153
-14
-8% -$4.83K 0.03% 175
2024
Q2 		$55.6K Sell
167
-110
-40% -$38.1K 0.02% 174
2024
Q1 		$102K Sell
277
-49
-15% -$15.7K 0.04% 132
2023
Q4 		$96.4K Buy
+326
New +$84.6K 0.08% 122

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Securities's CAT Position: Q2 2026 in Review

Rakuten Securities increased its Caterpillar (CAT) stake by 154% in Q2 2026, buying an estimated $246K and bringing the position to 462 shares worth $492K. The position accounts for 0.11% of the portfolio, ranked #87.

Rakuten Securities first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Rakuten Securities held 462 shares of Caterpillar worth $492K as of Q2 2026.
  • Rakuten Securities bought 280 Caterpillar shares in Q2 2026, an estimated $246K.
  • Caterpillar made up 0.11% of Rakuten Securities's portfolio in Q2 2026, its #87 holding.
  • Rakuten Securities first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.