Riverbend Wealth Management’s Caterpillar CAT Stock Holding History

Riverbend 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
2026 Q3	$440K	Sell	542 -34	-6%	-$28.8K	0.2%	118
2026 Q2	$613K	Sell	576 -105	-15%	-$92.2K	0.31%	89
2026 Q1	$483K	Sell	681 -69	-9%	-$47.8K	0.28%	93
2025 Q4	$430K	Buy	750 +11	+1%	+$6.11K	0.27%	98
2025 Q3	$353K	Sell	739 -58	-7%	-$24.8K	0.25%	96
2025 Q2	$310K	Buy	797 +49	+7%	+$16.3K	0.23%	102
2025 Q1	$247K	Buy	748 +37	+5%	+$13.2K	0.22%	108
2024 Q4	$260K	Buy	+711	New	+$276K	0.23%	99

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Riverbend Wealth Management's CAT Position: Q3 2026 in Review

Riverbend Wealth Management reduced its Caterpillar (CAT) stake by 5.9% in Q3 2026, selling an estimated $28.8K and leaving 542 shares worth $440K. The position accounts for 0.2% of the portfolio, ranked #118.

Riverbend Wealth Management first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $613K in Q2 2026. 2,554 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Riverbend Wealth Management held 542 shares of Caterpillar worth $440K as of Q3 2026.
Riverbend Wealth Management sold 34 Caterpillar shares in Q3 2026, an estimated $28.8K.
Caterpillar made up 0.2% of Riverbend Wealth Management's portfolio in Q3 2026, its #118 holding.
Riverbend Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
Riverbend Wealth Management's Caterpillar position peaked at $613K in Q2 2026.
2,554 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.