RAG
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RIA Advisory Group’s Caterpillar CAT Stock Holding History

RIA Advisory 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 		$333K Hold
313
– – 0.07% 113
2026
Q1 		$222K Buy
+313
New +$217K 0.05% 132
2023
Q2 		– Sell
-2,809
Closed -$643K – 126
2023
Q1 		$643K Sell
2,809
-699
-20% -$169K 0.3% 52
2022
Q4 		$819K Buy
+3,508
New +$764K 0.47% 32

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

RIA Advisory Group's CAT Position: Q2 2026 in Review

RIA Advisory Group held its Caterpillar (CAT) position steady in Q2 2026 at 313 shares worth $333K. The position accounts for 0.07% of the portfolio, ranked #113.

RIA Advisory Group first reported a position in CAT in Q4 2022 and has held it in 4 quarters since. The position peaked at $819K in Q4 2022. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • RIA Advisory Group held 313 shares of Caterpillar worth $333K as of Q2 2026.
  • RIA Advisory Group left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.07% of RIA Advisory Group's portfolio in Q2 2026, its #113 holding.
  • RIA Advisory Group first reported a position in Caterpillar in Q4 2022 and has held it in 4 quarters since.
  • RIA Advisory Group's Caterpillar position peaked at $819K in Q4 2022.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.