River Street Advisors’s Caterpillar CAT Stock Holding History

River Street 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	$8.66M	Sell	8,133 -127	-2%	-$112K	2.55%	7
2026 Q1	$5.85M	Buy	8,260 +50	+0.6%	+$34.6K	1.98%	14
2025 Q4	$4.7M	Hold	8,210	–	–	1.76%	15
2025 Q3	$3.92M	Sell	8,210 -108	-1%	-$46.1K	1.52%	14
2025 Q2	$3.23M	Sell	8,318 -204	-2%	-$68K	1.39%	17
2025 Q1	$2.81M	Hold	8,522	–	–	1.39%	16
2024 Q4	$3.09M	Sell	8,522 -570	-6%	-$221K	1.58%	16
2024 Q3	$3.56M	Buy	9,092 +5	+0.1%	+$1.73K	1.93%	12
2024 Q2	$3.03M	Buy	9,087 +120	+1%	+$41.6K	1.86%	12
2024 Q1	$3.29M	Buy	8,967 +5	+0.1%	+$1.6K	2.22%	11
2023 Q4	$2.65M	Sell	8,962 -17	-0.2%	-$4.41K	2.11%	10
2023 Q3	$2.45M	Buy	+8,979	New	+$2.44M	2.31%	8

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

River Street Advisors's CAT Position: Q2 2026 in Review

River Street Advisors reduced its Caterpillar (CAT) stake by 1.5% in Q2 2026, selling an estimated $112K and leaving 8,133 shares worth $8.66M. The position accounts for 2.55% of the portfolio, ranked #7.

River Street Advisors first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 1,225 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

River Street Advisors held 8,133 shares of Caterpillar worth $8.66M as of Q2 2026.
River Street Advisors sold 127 Caterpillar shares in Q2 2026, an estimated $112K.
Caterpillar made up 2.55% of River Street Advisors's portfolio in Q2 2026, its #7 holding.
River Street Advisors first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
1,225 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.