RWM
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Ritholtz Wealth Management’s Caterpillar CAT Stock Holding History

Ritholtz Wealth Management’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
2022
Q1 		– Sell
-400
Closed -$89K – 559
2021
Q4 		$89K Buy
+400
New +$80.5K 0.01% 528

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ritholtz Wealth Management's CAT Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Caterpillar (CAT) stake by 5% in Q1 2026, buying an estimated $541K and bringing the position to 16,287 shares worth $11.5M. The position accounts for 0.2% of the portfolio, ranked #55.

Ritholtz Wealth Management first reported a position in CAT in Q4 2016 and has held it in 37 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Ritholtz Wealth Management held 16,287 shares of Caterpillar worth $11.5M as of Q1 2026.
  • Ritholtz Wealth Management bought 781 Caterpillar shares in Q1 2026, an estimated $541K.
  • Caterpillar made up 0.2% of Ritholtz Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Ritholtz Wealth Management first reported a position in Caterpillar in Q4 2016 and has held it in 37 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.