RCA
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Ranch Capital Advisors’s Caterpillar CAT Stock Holding History

Ranch Capital 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 		$1.68M Sell
1,577
-34
-2% -$29.9K 0.53% 61
2026
Q1 		$1.14M Sell
1,611
-51
-3% -$35.3K 0.41% 67
2025
Q4 		$952K Buy
1,662
+1
+0.1% +$556 0.35% 70
2025
Q3 		$793K Buy
1,661
+1
+0.1% +$427 0.31% 75
2025
Q2 		$644K Buy
1,660
+2
+0.1% +$667 0.28% 85
2025
Q1 		$547K Buy
1,658
+2
+0.1% +$712 0.26% 90
2024
Q4 		$601K Buy
1,656
+2
+0.1% +$776 0.28% 82
2024
Q3 		$647K Sell
1,654
-44
-3% -$15.2K 0.31% 84
2024
Q2 		$565K Sell
1,698
-144
-8% -$49.9K 0.3% 85
2024
Q1 		$675K Buy
1,842
+34
+2% +$10.9K 0.36% 75
2023
Q4 		$535K Sell
1,808
-18
-1% -$4.67K 0.33% 85
2023
Q3 		$498K Sell
1,826
-32
-2% -$8.68K 0.35% 83
2023
Q2 		$457K Buy
1,858
+2
+0.1% +$446 0.32% 94
2023
Q1 		$425K Sell
1,856
-125
-6% -$30.2K 0.31% 96
2022
Q4 		$474K Sell
1,981
-49
-2% -$10.7K 0.37% 84
2022
Q3 		$333K Buy
2,030
+3
+0.1% +$548 0.27% 104
2022
Q2 		$362K Buy
2,027
+2
+0.1% +$421 0.28% 100
2022
Q1 		$451K Buy
2,025
+2
+0.1% +$419 0.3% 94
2021
Q4 		$418K Buy
2,023
+2
+0.1% +$403 0.27% 102
2021
Q3 		$388K Buy
2,021
+3
+0.1% +$625 0.24% 106
2021
Q2 		$439K Buy
2,018
+2
+0.1% +$462 0.26% 103
2021
Q1 		$467K Buy
2,016
+2
+0.1% +$414 0.31% 87
2020
Q4 		$366K Buy
2,014
+122
+6% +$20.7K 0.26% 101
2020
Q3 		$303K Sell
1,892
-403
-18% -$56.6K 0.24% 102
2020
Q2 		$325K Sell
2,295
-102
-4% -$12.1K 0.25% 100
2020
Q1 		$278K Buy
2,397
+1,405
+142% +$179K 0.28% 94
2019
Q4 		$147K Buy
+992
New +$138K 0.12% 173

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

Ranch Capital Advisors's CAT Position: Q2 2026 in Review

Ranch Capital Advisors reduced its Caterpillar (CAT) stake by 2.1% in Q2 2026, selling an estimated $29.9K and leaving 1,577 shares worth $1.68M. The position accounts for 0.53% of the portfolio, ranked #61.

Ranch Capital Advisors first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ranch Capital Advisors held 1,577 shares of Caterpillar worth $1.68M as of Q2 2026.
  • Ranch Capital Advisors sold 34 Caterpillar shares in Q2 2026, an estimated $29.9K.
  • Caterpillar made up 0.53% of Ranch Capital Advisors's portfolio in Q2 2026, its #61 holding.
  • Ranch Capital Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.