RBF Capital’s Caterpillar CAT Stock Holding History

RBF Capital’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 Q1	$10.6M	Hold	15,000	–	–	0.52%	49
2025 Q4	$8.59M	Hold	15,000	–	–	0.38%	61
2025 Q3	$7.16M	Hold	15,000	–	–	0.32%	70
2025 Q2	$5.82M	Hold	15,000	–	–	0.28%	81
2025 Q1	$4.95M	Hold	15,000	–	–	0.3%	87
2024 Q4	$5.44M	Hold	15,000	–	–	0.28%	82
2024 Q3	$5.87M	Hold	15,000	–	–	0.29%	81
2024 Q2	$5M	Hold	15,000	–	–	0.29%	84
2024 Q1	$5.5M	Hold	15,000	–	–	0.31%	78
2023 Q4	$4.44M	Hold	15,000	–	–	0.27%	88
2023 Q3	$4.09M	Hold	15,000	–	–	0.27%	90
2023 Q2	$3.69M	Hold	15,000	–	–	0.23%	105
2023 Q1	$3.43M	Hold	15,000	–	–	0.25%	103
2022 Q4	$3.59M	Hold	15,000	–	–	0.27%	94
2022 Q3	$2.46M	Hold	15,000	–	–	0.21%	115
2022 Q2	$3.34M	Hold	15,000	–	–	0.23%	112
2022 Q1	$3.34M	Hold	15,000	–	–	0.21%	119
2021 Q4	$3.1M	Hold	15,000	–	–	0.19%	131
2021 Q3	$2.88M	Hold	15,000	–	–	0.16%	131
2021 Q2	$3.26M	Hold	15,000	–	–	0.18%	120
2021 Q1	$3.48M	Hold	15,000	–	–	0.22%	105
2020 Q4	$2.73M	Hold	15,000	–	–	0.21%	109
2020 Q3	$2.24M	Hold	15,000	–	–	0.23%	95
2020 Q2	$1.9M	Hold	15,000	–	–	0.2%	104
2020 Q1	$1.74M	Hold	15,000	–	–	0.23%	94
2019 Q4	$2.21M	Hold	15,000	–	–	0.21%	107
2019 Q3	$1.9M	Sell	15,000 -2,000	-12%	-$254K	0.21%	95
2019 Q2	$2.32M	Buy	17,000 +2,000	+13%	+$264K	0.23%	85
2019 Q1	$2.03M	Hold	15,000	–	–	0.24%	87
2018 Q4	$1.91M	Hold	15,000	–	–	0.25%	81
2018 Q3	$2.29M	Hold	15,000	–	–	0.25%	92
2018 Q2	$2.04M	Hold	15,000	–	–	0.24%	97
2018 Q1	$2.21M	Hold	15,000	–	–	0.26%	90
2017 Q4	$2.36M	Hold	15,000	–	–	0.26%	80
2017 Q3	$1.87M	Hold	15,000	–	–	0.24%	89
2017 Q2	$1.61M	Sell	15,000 -5,000	-25%	-$508K	0.21%	100
2017 Q1	$1.85M	Sell	20,000 -20,000	-50%	-$1.89M	0.25%	79
2016 Q4	$3.71M	Buy	40,000 +26,000	+186%	+$2.36M	0.53%	42
2016 Q3	$1.24M	Buy	14,000 +4,000	+40%	+$327K	0.21%	102
2016 Q2	$758K	Buy	+10,000	New	+$749K	0.15%	142
2015 Q4	–	Sell	-13,000	Closed	-$850K	–	374
2015 Q3	$850K	Sell	13,000 -17,000	-57%	-$1.3M	0.18%	126
2015 Q2	$2.54M	Sell	30,000 -15,000	-33%	-$1.29M	0.48%	46
2015 Q1	$3.6M	Buy	+45,000	New	+$3.74M	0.73%	29

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RBF Capital's CAT Position: Q1 2026 in Review

RBF Capital held its Caterpillar (CAT) position steady in Q1 2026 at 15,000 shares worth $10.6M. The position accounts for 0.52% of the portfolio, ranked #49.

RBF Capital first reported a position in CAT in Q1 2015 and has held it in 43 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

RBF Capital held 15,000 shares of Caterpillar worth $10.6M as of Q1 2026.
RBF Capital left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.52% of RBF Capital's portfolio in Q1 2026, its #49 holding.
RBF Capital first reported a position in Caterpillar in Q1 2015 and has held it in 43 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on RBF Capital's 13F filing for Q1 2026, filed 15 May 2026.