RP
CAT icon

Rice Partnership’s Caterpillar CAT Stock Holding History

Rice Partnership’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 		$12.5M Buy
11,776
+1,248
+12% +$1.1M 1.52% 21
2026
Q1 		$7.46M Buy
10,528
+6,638
+171% +$4.6M 1.02% 28
2025
Q4 		$2.23M Buy
3,890
+122
+3% +$67.8K 0.3% 46
2025
Q3 		$1.8M Sell
3,768
-145
-4% -$61.9K 0.26% 51
2025
Q2 		$1.52M Buy
+3,913
New +$1.3M 0.26% 52
2020
Q1 		– Sell
-1,309
Closed -$193K – 100
2019
Q4 		$193K Buy
+1,309
New +$183K 0.11% 74

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

Rice Partnership's CAT Position: Q2 2026 in Review

Rice Partnership increased its Caterpillar (CAT) stake by 12% in Q2 2026, buying an estimated $1.1M and bringing the position to 11,776 shares worth $12.5M. The position accounts for 1.52% of the portfolio, ranked #21.

Rice Partnership first reported a position in CAT in Q4 2019 and has held it in 6 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Rice Partnership held 11,776 shares of Caterpillar worth $12.5M as of Q2 2026.
  • Rice Partnership bought 1,248 Caterpillar shares in Q2 2026, an estimated $1.1M.
  • Caterpillar made up 1.52% of Rice Partnership's portfolio in Q2 2026, its #21 holding.
  • Rice Partnership first reported a position in Caterpillar in Q4 2019 and has held it in 6 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.