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Richardson Financial Services’s Caterpillar CAT Stock Holding History

Richardson Financial Services’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 		$416K Sell
391
-46
-11% -$40.4K 0.24% 94
2026
Q1 		$310K Buy
437
+136
+45% +$94.2K 0.19% 121
2025
Q4 		$172K Buy
301
+140
+87% +$77.8K 0.06% 173
2025
Q3 		$76.8K Buy
161
+46
+40% +$19.6K 0.05% 240
2025
Q2 		$45K Buy
115
+60
+109% +$20K 0.03% 266
2025
Q1 		$18.1K Buy
55
+15
+38% +$5.34K 0.01% 330
2024
Q4 		$14.5K Buy
+40
New +$15.5K 0.01% 362
2024
Q1 		– Sell
-92
Closed -$27.2K – 626
2023
Q4 		$27.2K Buy
+92
New +$23.9K 0.02% 258

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

Richardson Financial Services's CAT Position: Q2 2026 in Review

Richardson Financial Services reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $40.4K and leaving 391 shares worth $416K. The position accounts for 0.24% of the portfolio, ranked #94.

Richardson Financial Services first reported a position in CAT in Q4 2023 and has held it in 8 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Richardson Financial Services held 391 shares of Caterpillar worth $416K as of Q2 2026.
  • Richardson Financial Services sold 46 Caterpillar shares in Q2 2026, an estimated $40.4K.
  • Caterpillar made up 0.24% of Richardson Financial Services's portfolio in Q2 2026, its #94 holding.
  • Richardson Financial Services first reported a position in Caterpillar in Q4 2023 and has held it in 8 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.