RIP
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Reliant Investment Partners’s Caterpillar CAT Stock Holding History

Reliant Investment Partners’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 		$1.39M Buy
1,966
+103
+6% +$71.3K 1.15% 18
2025
Q4 		$1.07M Buy
1,863
+227
+14% +$126K 0.84% 29
2025
Q3 		$814K Hold
1,636
– – 0.64% 36
2025
Q2 		$635K Sell
1,636
-34
-2% -$11.3K 0.55% 46
2025
Q1 		$551K Hold
1,670
– – 0.56% 42
2024
Q4 		$606K Buy
+1,670
New +$648K 0.54% 40

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

Reliant Investment Partners's CAT Position: Q1 2026 in Review

Reliant Investment Partners increased its Caterpillar (CAT) stake by 5.5% in Q1 2026, buying an estimated $71.3K and bringing the position to 1,966 shares worth $1.39M. The position accounts for 1.15% of the portfolio, ranked #18.

Reliant Investment Partners first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Reliant Investment Partners held 1,966 shares of Caterpillar worth $1.39M as of Q1 2026.
  • Reliant Investment Partners bought 103 Caterpillar shares in Q1 2026, an estimated $71.3K.
  • Caterpillar made up 1.15% of Reliant Investment Partners's portfolio in Q1 2026, its #18 holding.
  • Reliant Investment Partners first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Reliant Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.