RA
CAT icon

Riversedge Advisors’s Caterpillar CAT Stock Holding History

Riversedge 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 		$415K Buy
390
+10
+3% +$8.79K 0.05% 149
2026
Q1 		$269K Buy
380
+11
+3% +$7.62K 0.04% 158
2025
Q4 		$211K Buy
+369
New +$205K 0.03% 199

Other funds holding CAT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Riversedge Advisors's CAT Position: Q2 2026 in Review

Riversedge Advisors increased its Caterpillar (CAT) stake by 2.6% in Q2 2026, buying an estimated $8.79K and bringing the position to 390 shares worth $415K. The position accounts for 0.05% of the portfolio, ranked #149.

Riversedge Advisors first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 1,773 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Riversedge Advisors held 390 shares of Caterpillar worth $415K as of Q2 2026.
  • Riversedge Advisors bought 10 Caterpillar shares in Q2 2026, an estimated $8.79K.
  • Caterpillar made up 0.05% of Riversedge Advisors's portfolio in Q2 2026, its #149 holding.
  • Riversedge Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.