RIS
CAT icon

Richmond Investment Services’s Caterpillar CAT Stock Holding History

Richmond Investment 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 		$339K Sell
318
-739
-70% -$649K 0.11% 97
2026
Q1 		$749K Buy
1,057
+247
+30% +$171K 0.12% 117
2025
Q4 		$464K Buy
810
+36
+5% +$20K 0.08% 148
2025
Q3 		$369K Sell
774
-315
-29% -$134K 0.07% 163
2025
Q2 		$423K Buy
+1,089
New +$363K 0.09% 140

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

Richmond Investment Services's CAT Position: Q2 2026 in Review

Richmond Investment Services reduced its Caterpillar (CAT) stake by 70% in Q2 2026, selling an estimated $649K and leaving 318 shares worth $339K. The position accounts for 0.11% of the portfolio, ranked #97.

Richmond Investment Services first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $749K in Q1 2026. 1,618 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Richmond Investment Services held 318 shares of Caterpillar worth $339K as of Q2 2026.
  • Richmond Investment Services sold 739 Caterpillar shares in Q2 2026, an estimated $649K.
  • Caterpillar made up 0.11% of Richmond Investment Services's portfolio in Q2 2026, its #97 holding.
  • Richmond Investment Services first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • Richmond Investment Services's Caterpillar position peaked at $749K in Q1 2026.
  • 1,618 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.