River Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.73M | Buy |
9,494
+1,832
| +24% | +$1.27M | 0.77% | 35 |
|
|
2025
Q4 | $4.39M | Buy |
7,662
+1,430
| +23% | +$795K | 0.49% | 50 |
|
|
2025
Q3 | $2.97M | Hold |
6,232
| – | – | 0.35% | 65 |
|
|
2025
Q2 | $2.42M | Buy |
6,232
+145
| +2% | +$48.3K | 0.3% | 70 |
|
|
2025
Q1 | $2.01M | Sell |
6,087
-166
| -3% | -$59.1K | 0.28% | 76 |
|
|
2024
Q4 | $2.27M | Sell |
6,253
-50
| -0.8% | -$19.4K | 0.3% | 75 |
|
|
2024
Q3 | $2.47M | Sell |
6,303
-98
| -2% | -$33.8K | 0.33% | 77 |
|
|
2024
Q2 | $2.13M | Buy |
6,401
+173
| +3% | +$60K | 0.31% | 78 |
|
|
2024
Q1 | $2.28M | Buy |
6,228
+471
| +8% | +$151K | 0.33% | 78 |
|
|
2023
Q4 | $1.7M | Sell |
5,757
-284
| -5% | -$73.7K | 0.27% | 85 |
|
|
2023
Q3 | $1.65M | Sell |
6,041
-40
| -0.7% | -$10.9K | 0.3% | 85 |
|
|
2023
Q2 | $1.5M | Sell |
6,081
-100
| -2% | -$22.3K | 0.25% | 94 |
|
|
2023
Q1 | $1.41M | Sell |
6,181
-117
| -2% | -$28.3K | 0.26% | 95 |
|
|
2022
Q4 | $1.51M | Sell |
6,298
-199
| -3% | -$43.3K | 0.29% | 87 |
|
|
2022
Q3 | $1.07M | Sell |
6,497
-141
| -2% | -$25.8K | 0.23% | 101 |
|
|
2022
Q2 | $1.19M | Buy |
6,638
+1,736
| +35% | +$366K | 0.22% | 101 |
|
|
2022
Q1 | $1.09M | Buy |
4,902
+200
| +4% | +$41.9K | 0.17% | 114 |
|
|
2021
Q4 | $972K | Buy |
4,702
+3
| +0.1% | +$604 | 0.15% | 118 |
|
|
2021
Q3 | $902K | Sell |
4,699
-34
| -0.7% | -$7.08K | 0.15% | 115 |
|
|
2021
Q2 | $1.03M | Sell |
4,733
-200
| -4% | -$46.2K | 0.18% | 109 |
|
|
2021
Q1 | $1.14M | Sell |
4,933
-24
| -0.5% | -$4.97K | 0.21% | 99 |
|
|
2020
Q4 | $902K | Sell |
4,957
-85
| -2% | -$14.4K | 0.2% | 105 |
|
|
2020
Q3 | $752K | Sell |
5,042
-4
| -0.1% | -$562 | 0.2% | 105 |
|
|
2020
Q2 | $638K | Sell |
5,046
-3
| -0.1% | -$356 | 0.19% | 108 |
|
|
2020
Q1 | $586K | Sell |
5,049
-18
| -0.4% | -$2.3K | 0.23% | 97 |
|
|
2019
Q4 | $748K | Sell |
5,067
-100
| -2% | -$14K | 0.25% | 96 |
|
|
2019
Q3 | $653K | Buy |
5,167
+78
| +2% | +$9.91K | 0.25% | 94 |
|
|
2019
Q2 | $694K | Buy |
5,089
+122
| +2% | +$16.1K | 0.27% | 92 |
|
|
2019
Q1 | $673K | Buy |
4,967
+130
| +3% | +$17.3K | 0.28% | 92 |
|
|
2018
Q4 | $615K | Buy |
4,837
+35
| +0.7% | +$4.55K | 0.27% | 91 |
|
|
2018
Q3 | $732K | Sell |
4,802
-310
| -6% | -$43.8K | 0.27% | 94 |
|
|
2018
Q2 | $694K | Sell |
5,112
-180
| -3% | -$26.9K | 0.27% | 99 |
|
|
2018
Q1 | $780K | Buy |
5,292
+1,550
| +41% | +$245K | 0.33% | 98 |
|
|
2017
Q4 | $590K | Sell |
3,742
-100
| -3% | -$13.9K | 0.25% | 108 |
|
|
2017
Q3 | $479K | Sell |
3,842
-185
| -5% | -$21.3K | 0.22% | 113 |
|
|
2017
Q2 | $433K | Buy |
4,027
+220
| +6% | +$22.3K | 0.2% | 117 |
|
|
2017
Q1 | $353K | Sell |
3,807
-1,172
| -24% | -$111K | 0.17% | 126 |
|
|
2016
Q4 | $462K | Sell |
4,979
-315
| -6% | -$28.5K | 0.23% | 113 |
|
|
2016
Q3 | $470K | Sell |
5,294
-555
| -9% | -$45.4K | 0.26% | 109 |
|
|
2016
Q2 | $443K | Sell |
5,849
-415
| -7% | -$31.1K | 0.25% | 109 |
|
|
2016
Q1 | $479K | Sell |
6,264
-458
| -7% | -$30.7K | 0.29% | 100 |
|
|
2015
Q4 | $457K | Sell |
6,722
-580
| -8% | -$40.5K | 0.29% | 98 |
|
|
2015
Q3 | $477K | Sell |
7,302
-260
| -3% | -$19.9K | 0.33% | 95 |
|
|
2015
Q2 | $641K | Sell |
7,562
-432
| -5% | -$37.1K | 0.41% | 83 |
|
|
2015
Q1 | $640K | Buy |
+7,994
| New | +$664K | 0.4% | 84 |
|
Other funds holding CAT
VCM
VPM
River Wealth Advisors's CAT Position: Q1 2026 in Review
River Wealth Advisors increased its Caterpillar (CAT) stake by 24% in Q1 2026, buying an estimated $1.27M and bringing the position to 9,494 shares worth $6.73M. The position accounts for 0.77% of the portfolio, ranked #35.
River Wealth Advisors first reported a position in CAT in Q1 2015 and has held it in 45 quarters since. 3,735 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- River Wealth Advisors held 9,494 shares of Caterpillar worth $6.73M as of Q1 2026.
- River Wealth Advisors bought 1,832 Caterpillar shares in Q1 2026, an estimated $1.27M.
- Caterpillar made up 0.77% of River Wealth Advisors's portfolio in Q1 2026, its #35 holding.
- River Wealth Advisors first reported a position in Caterpillar in Q1 2015 and has held it in 45 quarters since.
- 3,735 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.