Riversedge Advisors
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
Q3 		$708K Buy
873
+483
+124% +$410K 0.09% 101
2026
Q2 		$415K Buy
390
+10
+3% +$8.78K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Riversedge Advisors's CAT Position: Q3 2026 in Review

Riversedge Advisors increased its Caterpillar (CAT) stake by 124% in Q3 2026, buying an estimated $410K and bringing the position to 873 shares worth $708K. The position accounts for 0.09% of the portfolio, ranked #101.

Riversedge Advisors first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Riversedge Advisors held 873 shares of Caterpillar worth $708K as of Q3 2026.
  • Riversedge Advisors bought 483 Caterpillar shares in Q3 2026, an estimated $410K.
  • Caterpillar made up 0.09% of Riversedge Advisors's portfolio in Q3 2026, its #101 holding.
  • Riversedge Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.