Richard W. Paul & Associates’s Caterpillar CAT Stock Holding History

Richard W. Paul & Associates’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	$6.39K	Hold	6	–	–	﹤0.01%	245
2026 Q1	$4.25K	Hold	6	–	–	﹤0.01%	242
2025 Q4	$3.44K	Hold	6	–	–	﹤0.01%	248
2025 Q3	$2.86K	Hold	6	–	–	﹤0.01%	270
2025 Q2	$2.33K	Hold	6	–	–	﹤0.01%	293
2025 Q1	$1.98K	Sell	6 -1,041	-99%	-$371K	﹤0.01%	289
2024 Q4	$380K	Sell	1,047 -37	-3%	-$14.3K	0.14%	136
2024 Q3	$424K	Sell	1,084 -14	-1%	-$4.83K	0.15%	130
2024 Q2	$366K	Sell	1,098 -12	-1%	-$4.16K	0.14%	137
2024 Q1	$407K	Sell	1,110 -118	-10%	-$37.7K	0.16%	130
2023 Q4	$363K	Buy	1,228 +63	+5%	+$16.3K	0.15%	132
2023 Q3	$318K	Buy	1,165 +1,151	+8,221%	+$312K	0.15%	134
2023 Q2	$3.44K	Sell	14 -15	-52%	-$3.34K	﹤0.01%	394
2023 Q1	$6.64K	Sell	29 -120	-81%	-$29K	﹤0.01%	357
2022 Q4	$35.7K	Buy	+149	New	+$32.4K	0.02%	231

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Richard W. Paul & Associates's CAT Position: Q2 2026 in Review

Richard W. Paul & Associates held its Caterpillar (CAT) position steady in Q2 2026 at 6 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Richard W. Paul & Associates first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $424K in Q3 2024. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Richard W. Paul & Associates held 6 shares of Caterpillar worth $6.39K as of Q2 2026.
Richard W. Paul & Associates left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #245 holding.
Richard W. Paul & Associates first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
Richard W. Paul & Associates's Caterpillar position peaked at $424K in Q3 2024.
4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.