Riverview Trust Company’s Caterpillar CAT Stock Holding History

Riverview Trust Company’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
2025 Q2	–	Sell	-485	Closed	-$160K	–	272
2025 Q1	$160K	Sell	485 -9	-2%	-$3.21K	0.16%	117
2024 Q4	$179K	Hold	494	–	–	0.16%	101
2024 Q3	$193K	Buy	494 +9	+2%	+$3.11K	0.17%	97
2024 Q2	$162K	Hold	485	–	–	0.15%	103
2024 Q1	$178K	Buy	+485	New	+$155K	0.14%	107
2023 Q4	–	Sell	-485	Closed	-$132K	–	171
2023 Q3	$132K	Hold	485	–	–	0.12%	124
2023 Q2	$119K	Hold	485	–	–	0.11%	122
2023 Q1	$111K	Sell	485 -768	-61%	-$186K	0.1%	128
2022 Q4	$300K	Buy	1,253 +186	+17%	+$40.5K	0.28%	63
2022 Q3	$175K	Sell	1,067 -49	-4%	-$8.95K	0.17%	99
2022 Q2	$199K	Buy	1,116 +49	+5%	+$10.3K	0.17%	97
2022 Q1	$238K	Buy	1,067 +299	+39%	+$62.7K	0.18%	92
2021 Q4	$159	Hold	768	–	–	0.09%	94
2021 Q3	$147K	Hold	768	–	–	0.16%	95
2021 Q2	$167K	Hold	768	–	–	0.18%	93
2021 Q1	$178K	Hold	768	–	–	0.2%	83
2020 Q4	$140K	Sell	768 -100	-12%	-$17K	0.15%	95
2020 Q3	$129K	Sell	868 -200	-19%	-$28.1K	0.15%	94
2020 Q2	$135K	Hold	1,068	–	–	0.13%	106
2020 Q1	$124K	Buy	1,068 +200	+23%	+$25.5K	0.12%	104
2019 Q4	$128K	Buy	868 +768	+768%	+$107K	0.09%	125
2019 Q3	$13K	Hold	100	–	–	0.01%	247
2019 Q2	$14K	Hold	100	–	–	0.01%	239
2019 Q1	$14K	Hold	100	–	–	0.01%	243
2018 Q4	$13K	Buy	+100	New	+$13K	0.01%	231

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Riverview Trust Company's CAT Position: Q2 2025 in Review

Riverview Trust Company sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 485 shares — an estimated $160K sold.

Riverview Trust Company first reported a position in CAT in Q4 2018 and held it in 25 quarters. The position peaked at $300K in Q4 2022. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

Riverview Trust Company reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 485 Caterpillar shares in Q2 2025, an estimated $160K.
Riverview Trust Company first reported a position in Caterpillar in Q4 2018 and held it in 25 quarters.
Riverview Trust Company's Caterpillar position peaked at $300K in Q4 2022.
3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.