RWM
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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
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 $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

Rialto Wealth Management's CAT Position: Q1 2026 in Review

Rialto Wealth Management increased its Caterpillar (CAT) stake by 14% in Q1 2026, buying an estimated $5.54K and bringing the position to 64 shares worth $45.3K. The position accounts for 0.01% of the portfolio, ranked #293.

Rialto Wealth Management first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Rialto Wealth Management held 64 shares of Caterpillar worth $45.3K as of Q1 2026.
  • Rialto Wealth Management bought 8 Caterpillar shares in Q1 2026, an estimated $5.54K.
  • Caterpillar made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #293 holding.
  • Rialto Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.