RIG
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RiverFront Investment Group’s Caterpillar CAT Stock Holding History

RiverFront Investment Group’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
Q1 		$7.94M Buy
11,214
+2,299
+26% +$1.59M 0.12% 81
2025
Q4 		$5.11M Buy
8,915
+1,552
+21% +$863K 0.08% 82
2025
Q3 		$3.52M Buy
7,363
+2,513
+52% +$1.07M 0.06% 97
2025
Q2 		$1.88M Buy
4,850
+526
+12% +$175K 0.04% 110
2025
Q1 		$1.43M Buy
4,324
+1,395
+48% +$497K 0.03% 119
2024
Q4 		$1.06M Sell
2,929
-312
-10% -$121K 0.02% 118
2024
Q3 		$1.27M Buy
3,241
+960
+42% +$332K 0.03% 100
2024
Q2 		$760K Sell
2,281
-30
-1% -$10.4K 0.02% 99
2024
Q1 		$847K Sell
2,311
-58,122
-96% -$18.6M 0.02% 84
2023
Q4 		$17.9M Buy
60,433
+3,129
+5% +$812K 0.56% 40
2023
Q3 		$15.6M Buy
57,304
+2,621
+5% +$711K 0.55% 38
2023
Q2 		$13.5M Buy
54,683
+2,160
+4% +$482K 0.44% 44
2023
Q1 		$12M Buy
52,523
+2,362
+5% +$571K 0.42% 41
2022
Q4 		$1.82M Sell
50,161
-7,241
-13% -$1.58M 0.41% 49
2022
Q3 		$11.6M Sell
57,402
-6,203
-10% -$1.13M 0.43% 45
2022
Q2 		$11.4M Buy
63,605
+12,910
+25% +$2.72M 0.43% 44
2022
Q1 		$11.3M Buy
50,695
+24,530
+94% +$5.14M 0.36% 46
2021
Q4 		$5.41M Buy
26,165
+1,034
+4% +$208K 0.17% 54
2021
Q3 		$4.82M Sell
25,131
-28,622
-53% -$5.96M 0.16% 52
2021
Q2 		$11.7M Buy
53,753
+744
+1% +$172K 0.24% 49
2021
Q1 		$12.3M Buy
+53,009
New +$11M 0.26% 49
2016
Q3 		– Sell
-246,581
Closed -$18.7M – 64
2016
Q2 		$18.7M Sell
246,581
-280
-0.1% -$21K 0.5% 39
2016
Q1 		$18.9M Buy
246,861
+11,891
+5% +$798K 0.51% 40
2015
Q4 		$16M Buy
+234,970
New +$16.4M 0.46% 43

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

RiverFront Investment Group's CAT Position: Q1 2026 in Review

RiverFront Investment Group increased its Caterpillar (CAT) stake by 26% in Q1 2026, buying an estimated $1.59M and bringing the position to 11,214 shares worth $7.94M. The position accounts for 0.12% of the portfolio, ranked #81.

RiverFront Investment Group first reported a position in CAT in Q4 2015 and has held it in 24 quarters since. The position peaked at $18.9M in Q1 2016. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • RiverFront Investment Group held 11,214 shares of Caterpillar worth $7.94M as of Q1 2026.
  • RiverFront Investment Group bought 2,299 Caterpillar shares in Q1 2026, an estimated $1.59M.
  • Caterpillar made up 0.12% of RiverFront Investment Group's portfolio in Q1 2026, its #81 holding.
  • RiverFront Investment Group first reported a position in Caterpillar in Q4 2015 and has held it in 24 quarters since.
  • RiverFront Investment Group's Caterpillar position peaked at $18.9M in Q1 2016.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.