RFG
CAT icon

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
Q2 		$7.12M Buy
6,688
+3,246
+94% +$2.85M 3.19% 11
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 $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

RFP Financial Group's CAT Position: Q2 2026 in Review

RFP Financial Group increased its Caterpillar (CAT) stake by 94% in Q2 2026, buying an estimated $2.85M and bringing the position to 6,688 shares worth $7.12M. The position accounts for 3.19% of the portfolio, ranked #11.

RFP Financial Group first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • RFP Financial Group held 6,688 shares of Caterpillar worth $7.12M as of Q2 2026.
  • RFP Financial Group bought 3,246 Caterpillar shares in Q2 2026, an estimated $2.85M.
  • Caterpillar made up 3.19% of RFP Financial Group's portfolio in Q2 2026, its #11 holding.
  • RFP Financial Group first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on RFP Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.