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RFG Holdings’s Caterpillar CAT Stock Holding History

RFG Holdings’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 		$708K Buy
665
+9
+1% +$7.91K 0.15% 43
2026
Q1 		$465K Buy
656
+2
+0.3% +$1.39K 0.12% 45
2025
Q4 		$375K Buy
654
+6
+0.9% +$3.33K 0.09% 46
2025
Q3 		$309K Buy
648
+13
+2% +$5.55K 0.08% 49
2025
Q2 		$247K Buy
+635
New +$212K 0.07% 53
2025
Q1 		– Sell
-580
Closed -$210K – 60
2024
Q4 		$210K Sell
580
-16
-3% -$6.21K 0.07% 55
2024
Q3 		$233K Buy
+596
New +$206K 0.08% 49

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

RFG Holdings's CAT Position: Q2 2026 in Review

RFG Holdings increased its Caterpillar (CAT) stake by 1.4% in Q2 2026, buying an estimated $7.91K and bringing the position to 665 shares worth $708K. The position accounts for 0.15% of the portfolio, ranked #43.

RFG Holdings first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • RFG Holdings held 665 shares of Caterpillar worth $708K as of Q2 2026.
  • RFG Holdings bought 9 Caterpillar shares in Q2 2026, an estimated $7.91K.
  • Caterpillar made up 0.15% of RFG Holdings's portfolio in Q2 2026, its #43 holding.
  • RFG Holdings first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on RFG Holdings's 13F filing for Q2 2026, filed 29 Jul 2026.