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Richwood Investment Advisors’s Caterpillar CAT Stock Holding History

Richwood Investment Advisors’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 		$3.52M Buy
3,309
+75
+2% +$65.9K 2.48% 6
2026
Q1 		$2.29M Sell
3,234
-40
-1% -$27.7K 1.77% 10
2025
Q4 		$2.38M Buy
3,274
+90
+3% +$50K 1.71% 10
2025
Q3 		$1.52M Buy
3,184
+25
+0.8% +$10.7K 1.19% 17
2025
Q2 		$1.23M Sell
3,159
-54
-2% -$18K 1.01% 21
2025
Q1 		$1.06M Buy
3,213
+543
+20% +$193K 0.9% 24
2024
Q4 		$969K Buy
2,670
+185
+7% +$71.7K 0.81% 28
2024
Q3 		$972K Hold
2,485
– – 0.8% 29
2024
Q2 		$828K Buy
2,485
+315
+15% +$109K 0.73% 31
2024
Q1 		$795K Buy
2,170
+400
+23% +$128K 0.71% 33
2023
Q4 		$523K Buy
1,770
+225
+15% +$58.4K 0.49% 59
2023
Q3 		$422K Hold
1,545
– – 0.43% 63
2023
Q2 		$380K Buy
1,545
+40
+3% +$8.92K 0.37% 71
2023
Q1 		$344K Hold
1,505
– – 0.34% 81
2022
Q4 		$361K Buy
1,505
+34
+2% +$7.4K 0.36% 77
2022
Q3 		$241K Hold
1,471
– – 0.26% 94
2022
Q2 		$263K Buy
1,471
+100
+7% +$21.1K 0.27% 94
2022
Q1 		$305K Buy
1,371
+800
+140% +$168K 0.27% 92
2021
Q4 		$118K Buy
+571
New +$115K 0.1% 126

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Richwood Investment Advisors's CAT Position: Q2 2026 in Review

Richwood Investment Advisors increased its Caterpillar (CAT) stake by 2.3% in Q2 2026, buying an estimated $65.9K and bringing the position to 3,309 shares worth $3.52M. The position accounts for 2.48% of the portfolio, ranked #6.

Richwood Investment Advisors first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Richwood Investment Advisors held 3,309 shares of Caterpillar worth $3.52M as of Q2 2026.
  • Richwood Investment Advisors bought 75 Caterpillar shares in Q2 2026, an estimated $65.9K.
  • Caterpillar made up 2.48% of Richwood Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • Richwood Investment Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.