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Richard Bernstein Advisors’s Caterpillar CAT Stock Holding History

Richard Bernstein Advisors’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 		$1.87M Hold
2,643
– – 0.05% 87
2025
Q4 		$1.51M Sell
2,643
-2,840
-52% -$1.58M 0.04% 91
2025
Q3 		$2.62M Sell
5,483
-7,885
-59% -$3.37M 0.07% 59
2025
Q2 		$5.19M Sell
13,368
-1,116
-8% -$372K 0.13% 65
2025
Q1 		$4.78M Sell
14,484
-588
-4% -$209K 0.12% 65
2024
Q4 		$5.47M Hold
15,072
– – 0.12% 59
2024
Q3 		$5.89M Hold
15,072
– – 0.13% 57
2024
Q2 		$5.02M Buy
15,072
+2
+0% +$693 0.11% 65
2024
Q1 		$5.52M Hold
15,070
– – 0.12% 63
2023
Q4 		$4.46M Buy
15,070
+9
+0.1% +$2.33K 0.1% 70
2023
Q3 		$4.11M Buy
15,061
+1,767
+13% +$479K 0.09% 72
2023
Q2 		$3.27M Hold
13,294
– – 0.07% 96
2023
Q1 		$3.04M Hold
13,294
– – 0.06% 117
2022
Q4 		$3.18M Hold
13,294
– – 0.07% 119
2022
Q3 		$2.18M Hold
13,294
– – 0.05% 152
2022
Q2 		$2.38M Hold
13,294
– – 0.05% 160
2022
Q1 		$2.96M Hold
13,294
– – 0.06% 164
2021
Q4 		$2.75M Buy
+13,294
New +$2.68M 0.05% 173
2019
Q1 		– Sell
-62,012
Closed -$7.88M – 268
2018
Q4 		$7.88M Hold
62,012
– – 0.29% 50
2018
Q3 		$9.46M Buy
62,012
+23,136
+60% +$3.27M 0.27% 55
2018
Q2 		$5.27M Buy
38,876
+1,422
+4% +$212K 0.17% 95
2018
Q1 		$5.52M Hold
37,454
– – 0.2% 91
2017
Q4 		$5.9M Buy
37,454
+2,834
+8% +$393K 0.26% 79
2017
Q3 		$4.32M Hold
34,620
– – 0.3% 97
2017
Q2 		$3.72M Hold
34,620
– – 0.28% 106
2017
Q1 		$3.21M Hold
34,620
– – 0.25% 132
2016
Q4 		$3.21M Hold
34,620
– – 0.27% 127
2016
Q3 		$3.07M Hold
34,620
– – 0.29% 116
2016
Q2 		$2.63M Hold
34,620
– – 0.25% 138
2016
Q1 		$2.65M Buy
+34,620
New +$2.32M 0.26% 124

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

Richard Bernstein Advisors's CAT Position: Q1 2026 in Review

Richard Bernstein Advisors held its Caterpillar (CAT) position steady in Q1 2026 at 2,643 shares worth $1.87M. The position accounts for 0.05% of the portfolio, ranked #87.

Richard Bernstein Advisors first reported a position in CAT in Q1 2016 and has held it in 30 quarters since. The position peaked at $9.46M in Q3 2018. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Richard Bernstein Advisors held 2,643 shares of Caterpillar worth $1.87M as of Q1 2026.
  • Richard Bernstein Advisors left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.05% of Richard Bernstein Advisors's portfolio in Q1 2026, its #87 holding.
  • Richard Bernstein Advisors first reported a position in Caterpillar in Q1 2016 and has held it in 30 quarters since.
  • Richard Bernstein Advisors's Caterpillar position peaked at $9.46M in Q3 2018.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.