Retirement Guys Formula’s Caterpillar CAT Stock Holding History

Retirement Guys Formula’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	$1.79M	Buy	+2,522	New	+$1.75M	0.82%	48
2025 Q4	–	Sell	-1,740	Closed	-$830K	–	157
2025 Q3	$830K	Sell	1,740 -3,220	-65%	-$1.37M	0.29%	103
2025 Q2	$1.93M	Buy	4,960 +291	+6%	+$97K	0.73%	39
2025 Q1	$1.54M	Buy	4,669 +561	+14%	+$200K	0.77%	45
2024 Q4	$1.49M	Buy	4,108 +50	+1%	+$19.4K	0.75%	44
2024 Q3	$1.59M	Buy	4,058 +128	+3%	+$44.2K	0.74%	42
2024 Q2	$1.31M	Buy	3,930 +332	+9%	+$115K	0.63%	54
2024 Q1	$1.32M	Sell	3,598 -227	-6%	-$72.6K	0.64%	45
2023 Q4	$1.13M	Buy	3,825 +521	+16%	+$135K	0.61%	40
2023 Q3	$902K	Buy	+3,304	New	+$896K	0.63%	41

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

Retirement Guys Formula's CAT Position: Q1 2026 in Review

Retirement Guys Formula opened a new position in Caterpillar (CAT) in Q1 2026: 2,522 shares worth $1.79M. The stake represents 0.82% of the portfolio and ranks #48 among its holdings. This is a return to the name: Retirement Guys Formula previously reported a position in CAT as recently as Q3 2025.

Retirement Guys Formula first reported a position in CAT in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.93M in Q2 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Retirement Guys Formula held 2,522 shares of Caterpillar worth $1.79M as of Q1 2026.
Caterpillar was a new Retirement Guys Formula position in Q1 2026.
Caterpillar made up 0.82% of Retirement Guys Formula's portfolio in Q1 2026, its #48 holding.
Retirement Guys Formula first reported a position in Caterpillar in Q3 2023 and has held it in 10 quarters since.
Retirement Guys Formula's Caterpillar position peaked at $1.93M in Q2 2025.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.