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 Q3	$3.17M	Sell	3,912 -64	-2%	-$54.3K	0.97%	22
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Richards, Merrill & Peterson's CAT Position: Q3 2026 in Review

Richards, Merrill & Peterson reduced its Caterpillar (CAT) stake by 1.6% in Q3 2026, selling an estimated $54.3K and leaving 3,912 shares worth $3.17M. The position accounts for 0.97% of the portfolio, ranked #22.

Richards, Merrill & Peterson first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.23M in Q2 2026. 2,433 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Richards, Merrill & Peterson held 3,912 shares of Caterpillar worth $3.17M as of Q3 2026.
Richards, Merrill & Peterson sold 64 Caterpillar shares in Q3 2026, an estimated $54.3K.
Caterpillar made up 0.97% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #22 holding.
Richards, Merrill & Peterson first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's Caterpillar position peaked at $4.23M in Q2 2026.
2,433 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.