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RFP Financial Group’s Caterpillar CAT Stock Holding History

RFP 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 		$2.44M Sell
3,442
-202
-6% -$140K 1.33% 13
2025
Q4 		$2.09M Buy
3,644
+1,311
+56% +$729K 1% 15
2025
Q3 		$1.05M Sell
2,333
-526
-18% -$225K 0.43% 37
2025
Q2 		$1.11M Hold
2,859
– – 0.46% 37
2025
Q1 		$943K Buy
2,859
+2
+0.1% +$712 0.38% 44
2024
Q4 		$1.04M Sell
2,857
-2,857
-50% -$1.11M 0.4% 40
2024
Q3 		$2.24M Buy
5,714
+2,834
+98% +$979K 0.73% 26
2024
Q2 		$959K Sell
2,880
-528
-15% -$183K 0.36% 47
2024
Q1 		$1.25M Sell
3,408
-185
-5% -$59.1K 0.49% 36
2023
Q4 		$1.06M Sell
3,593
-247
-6% -$64.1K 0.44% 36
2023
Q3 		$1.05M Sell
3,840
-272
-7% -$73.8K 0.46% 37
2023
Q2 		$1.01M Buy
4,112
+3,271
+389% +$729K 0.41% 41
2023
Q1 		$192K Sell
841
-3,279
-80% -$793K 0.22% 40
2022
Q4 		$987K Buy
+4,120
New +$897K 0.44% 42

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

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

RFP Financial Group reduced its Caterpillar (CAT) stake by 5.5% in Q1 2026, selling an estimated $140K and leaving 3,442 shares worth $2.44M. The position accounts for 1.33% of the portfolio, ranked #13.

RFP Financial Group first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • RFP Financial Group held 3,442 shares of Caterpillar worth $2.44M as of Q1 2026.
  • RFP Financial Group sold 202 Caterpillar shares in Q1 2026, an estimated $140K.
  • Caterpillar made up 1.33% of RFP Financial Group's portfolio in Q1 2026, its #13 holding.
  • RFP Financial Group first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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