Rise Advisors
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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
Q3 		$1.07M Buy
1,318
+49
+4% +$41.6K 0.3% 31
2026
Q2 		$1.35M Sell
1,269
-11
-0.9% -$9.7K 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% +$5.9K 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% +$9.6K 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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Rise Advisors's CAT Position: Q3 2026 in Review

Rise Advisors increased its Caterpillar (CAT) stake by 3.9% in Q3 2026, buying an estimated $41.6K and bringing the position to 1,318 shares worth $1.07M. The position accounts for 0.3% of the portfolio, ranked #31.

Rise Advisors first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.35M in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Rise Advisors held 1,318 shares of Caterpillar worth $1.07M as of Q3 2026.
  • Rise Advisors bought 49 Caterpillar shares in Q3 2026, an estimated $41.6K.
  • Caterpillar made up 0.3% of Rise Advisors's portfolio in Q3 2026, its #31 holding.
  • Rise Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
  • Rise Advisors's Caterpillar position peaked at $1.35M in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.