RMP
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Richards, Merrill & Peterson’s Caterpillar CAT Stock Holding History

Richards, Merrill & Peterson’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 		$4.23M Buy
3,976
+107
+3% +$94K 1.34% 18
2026
Q1 		$2.74M Sell
3,869
-49
-1% -$33.9K 1.01% 22
2025
Q4 		$2.24M Sell
3,918
-240
-6% -$133K 0.86% 30
2025
Q3 		$1.98M Buy
4,158
+387
+10% +$165K 0.86% 29
2025
Q2 		$1.46M Buy
3,771
+59
+2% +$19.7K 0.7% 36
2025
Q1 		$1.22M Buy
3,712
+86
+2% +$30.6K 0.64% 44
2024
Q4 		$1.32M Buy
+3,626
New +$1.41M 0.69% 36

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Richards, Merrill & Peterson's CAT Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Caterpillar (CAT) stake by 2.8% in Q2 2026, buying an estimated $94K and bringing the position to 3,976 shares worth $4.23M. The position accounts for 1.34% of the portfolio, ranked #18.

Richards, Merrill & Peterson first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,633 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Richards, Merrill & Peterson held 3,976 shares of Caterpillar worth $4.23M as of Q2 2026.
  • Richards, Merrill & Peterson bought 107 Caterpillar shares in Q2 2026, an estimated $94K.
  • Caterpillar made up 1.34% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #18 holding.
  • Richards, Merrill & Peterson first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,633 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.