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Rise Advisors’s Caterpillar CAT Stock Holding History

Rise 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 		$1.35M Sell
1,269
-11
-0.9% -$9.66K 0.38% 26
2026
Q1 		$935K Buy
1,280
+9
+0.7% +$6.23K 0.33% 27
2025
Q4 		$728K Sell
1,271
-17
-1% -$9.45K 0.26% 35
2025
Q3 		$614K Buy
1,288
+7
+0.5% +$2.99K 0.22% 37
2025
Q2 		$497K Sell
1,281
-53
-4% -$17.7K 0.2% 46
2025
Q1 		$440K Sell
1,334
-101
-7% -$36K 0.19% 45
2024
Q4 		$521K Sell
1,435
-53
-4% -$20.6K 0.25% 38
2024
Q3 		$582K Buy
1,488
+43
+3% +$14.8K 0.28% 34
2024
Q2 		$481K Buy
1,445
+17
+1% +$5.89K 0.26% 39
2024
Q1 		$523K Buy
1,428
+354
+33% +$113K 0.28% 34
2023
Q4 		$318K Buy
1,074
+78
+8% +$20.2K 0.22% 45
2023
Q3 		$272K Buy
996
+164
+20% +$44.5K 0.22% 42
2023
Q2 		$205K Buy
832
+43
+5% +$9.59K 0.16% 63
2023
Q1 		$180K Buy
789
+153
+24% +$37K 0.14% 71
2022
Q4 		$152K Buy
636
+71
+13% +$15.5K 0.12% 75
2022
Q3 		$93K Buy
565
+64
+13% +$11.7K 0.08% 97
2022
Q2 		$89K Buy
501
+179
+56% +$37.7K 0.09% 101
2022
Q1 		$72K Buy
322
+25
+8% +$5.24K 0.06% 117
2021
Q4 		$61.5K Buy
+297
New +$59.8K 0.06% 129

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Rise Advisors's CAT Position: Q2 2026 in Review

Rise Advisors reduced its Caterpillar (CAT) stake by 0.86% in Q2 2026, selling an estimated $9.66K and leaving 1,269 shares worth $1.35M. The position accounts for 0.38% of the portfolio, ranked #26.

Rise Advisors first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Rise Advisors held 1,269 shares of Caterpillar worth $1.35M as of Q2 2026.
  • Rise Advisors sold 11 Caterpillar shares in Q2 2026, an estimated $9.66K.
  • Caterpillar made up 0.38% of Rise Advisors's portfolio in Q2 2026, its #26 holding.
  • Rise Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.