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Rialto Wealth Management’s Caterpillar CAT Stock Holding History

Rialto Wealth Management’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 		$96.9K Buy
91
+27
+42% +$23.7K 0.02% 251
2026
Q1 		$45.3K Buy
64
+8
+14% +$5.54K 0.01% 293
2025
Q4 		$32.1K Buy
56
+18
+47% +$10K 0.01% 318
2025
Q3 		$18.1K Buy
38
+3
+9% +$1.28K ﹤0.01% 363
2025
Q2 		$13.6K Buy
35
+9
+35% +$3K ﹤0.01% 389
2025
Q1 		$8.57K Buy
26
+4
+18% +$1.43K ﹤0.01% 416
2024
Q4 		$7.98K Buy
+22
New +$8.53K ﹤0.01% 417

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Rialto Wealth Management's CAT Position: Q2 2026 in Review

Rialto Wealth Management increased its Caterpillar (CAT) stake by 42% in Q2 2026, buying an estimated $23.7K and bringing the position to 91 shares worth $96.9K. The position accounts for 0.02% of the portfolio, ranked #251.

Rialto Wealth Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Rialto Wealth Management held 91 shares of Caterpillar worth $96.9K as of Q2 2026.
  • Rialto Wealth Management bought 27 Caterpillar shares in Q2 2026, an estimated $23.7K.
  • Caterpillar made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Rialto Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.