Raymond James Financial
CAT icon

Raymond James Financial’s Caterpillar CAT Stock Holding History

Raymond James Financial’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 		– Sell
-100
Closed -$68K – 5418
2026
Q1 		$68K Buy
+100
New +$69.3K ﹤0.01% 5091

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

Raymond James Financial's CAT Position: Q2 2026 in Review

Raymond James Financial increased its Caterpillar (CAT) stake by 2.9% in Q2 2026, buying an estimated $25.9M and bringing the position to 1,055,701 shares worth $1.12B. The position accounts for 0.3% of the portfolio, ranked #56.

Raymond James Financial first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,067 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Raymond James Financial held 1,055,701 shares of Caterpillar worth $1.12B as of Q2 2026.
  • Raymond James Financial bought 29,504 Caterpillar shares in Q2 2026, an estimated $25.9M.
  • Caterpillar made up 0.3% of Raymond James Financial's portfolio in Q2 2026, its #56 holding.
  • Raymond James Financial first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,067 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.