RCM
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Raleigh Capital Management’s Caterpillar CAT Stock Holding History

Raleigh Capital 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 		$1.04M Sell
979
-624
-39% -$548K 0.33% 81
2026
Q1 		$1.14M Sell
1,603
-42
-3% -$29.1K 0.39% 73
2025
Q4 		$942K Sell
1,645
-47
-3% -$26.1K 0.34% 83
2025
Q3 		$807K Sell
1,692
-145
-8% -$61.9K 0.31% 87
2025
Q2 		$713K Sell
1,837
-85
-4% -$28.3K 0.3% 92
2025
Q1 		$634K Sell
1,922
-1,269
-40% -$452K 0.29% 97
2024
Q4 		$1.16M Sell
3,191
-299
-9% -$116K 0.45% 67
2024
Q3 		$1.37M Sell
3,490
-138
-4% -$47.7K 0.53% 61
2024
Q2 		$1.21M Sell
3,628
-606
-14% -$210K 0.51% 60
2024
Q1 		$1.55M Buy
4,234
+215
+5% +$68.7K 0.67% 45
2023
Q4 		$1.19M Buy
4,019
+1
+0% +$259 0.55% 51
2023
Q3 		$1.1M Buy
4,018
+1,033
+35% +$280K 0.56% 60
2023
Q2 		$734K Sell
2,985
-90
-3% -$20.1K 0.37% 86
2023
Q1 		$704K Buy
3,075
+109
+4% +$26.4K 0.35% 90
2022
Q4 		$711K Buy
2,966
+84
+3% +$18.3K 0.37% 82
2022
Q3 		$473K Buy
2,882
+238
+9% +$43.5K 0.28% 102
2022
Q2 		$473K Buy
2,644
+255
+11% +$53.7K 0.27% 102
2022
Q1 		$532K Buy
2,389
+2,346
+5,456% +$492K 0.29% 100
2021
Q4 		$9K Buy
+43
New +$8.66K 0.01% 195

Other funds holding CAT

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Raleigh Capital Management's CAT Position: Q2 2026 in Review

Raleigh Capital Management reduced its Caterpillar (CAT) stake by 39% in Q2 2026, selling an estimated $548K and leaving 979 shares worth $1.04M. The position accounts for 0.33% of the portfolio, ranked #81.

Raleigh Capital Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.55M in Q1 2024. 1,072 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Raleigh Capital Management held 979 shares of Caterpillar worth $1.04M as of Q2 2026.
  • Raleigh Capital Management sold 624 Caterpillar shares in Q2 2026, an estimated $548K.
  • Caterpillar made up 0.33% of Raleigh Capital Management's portfolio in Q2 2026, its #81 holding.
  • Raleigh Capital Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • Raleigh Capital Management's Caterpillar position peaked at $1.55M in Q1 2024.
  • 1,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.