RGF
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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
Q2 		$2.84M Buy
2,664
+142
+6% +$125K 1.07% 28
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Retirement Guys Formula's CAT Position: Q2 2026 in Review

Retirement Guys Formula increased its Caterpillar (CAT) stake by 5.6% in Q2 2026, buying an estimated $125K and bringing the position to 2,664 shares worth $2.84M. The position accounts for 1.07% of the portfolio, ranked #28.

Retirement Guys Formula first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. 4,053 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Retirement Guys Formula held 2,664 shares of Caterpillar worth $2.84M as of Q2 2026.
  • Retirement Guys Formula bought 142 Caterpillar shares in Q2 2026, an estimated $125K.
  • Caterpillar made up 1.07% of Retirement Guys Formula's portfolio in Q2 2026, its #28 holding.
  • Retirement Guys Formula first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
  • 4,053 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.