RFG
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REAP Financial Group’s Caterpillar CAT Stock Holding History

REAP Financial Group’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 		$678K Buy
957
+32
+3% +$22.2K 0.13% 58
2025
Q4 		$530K Buy
925
+144
+18% +$80K 0.11% 69
2025
Q3 		$372K Buy
781
+62
+9% +$26.5K 0.08% 85
2025
Q2 		$279K Buy
719
+338
+89% +$113K 0.07% 98
2025
Q1 		$126K Buy
381
+171
+81% +$60.9K 0.03% 136
2024
Q4 		$76.3K Sell
210
-25
-11% -$9.7K 0.02% 180
2024
Q3 		$91.9K Buy
235
+70
+42% +$24.2K 0.02% 167
2024
Q2 		$54.8K Sell
165
-18
-10% -$6.24K 0.01% 187
2024
Q1 		$67.2K Sell
183
-668
-78% -$213K 0.02% 184
2023
Q4 		$252K Buy
+851
New +$221K 0.07% 118

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

REAP Financial Group's CAT Position: Q1 2026 in Review

REAP Financial Group increased its Caterpillar (CAT) stake by 3.5% in Q1 2026, buying an estimated $22.2K and bringing the position to 957 shares worth $678K. The position accounts for 0.13% of the portfolio, ranked #58.

REAP Financial Group first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • REAP Financial Group held 957 shares of Caterpillar worth $678K as of Q1 2026.
  • REAP Financial Group bought 32 Caterpillar shares in Q1 2026, an estimated $22.2K.
  • Caterpillar made up 0.13% of REAP Financial Group's portfolio in Q1 2026, its #58 holding.
  • REAP Financial Group first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.