RP
CAT icon

Riverwater Partners’s Caterpillar CAT Stock Holding History

Riverwater Partners’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 		$208K Buy
+195
New +$171K 0.06% 203
2023
Q1 		– Sell
-2,207
Closed -$529K – 192
2022
Q4 		$529K Sell
2,207
-7
-0.3% -$1.52K 0.45% 70
2022
Q3 		$363K Buy
2,214
+4
+0.2% +$731 0.36% 93
2022
Q2 		$395K Sell
2,210
-19
-0.9% -$4K 0.4% 81
2022
Q1 		$497K Buy
2,229
+38
+2% +$7.97K 0.82% 56
2021
Q4 		$453K Buy
+2,191
New +$441K 0.4% 85

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Riverwater Partners's CAT Position: Q2 2026 in Review

Riverwater Partners opened a new position in Caterpillar (CAT) in Q2 2026: 195 shares worth $208K. The stake represents 0.06% of the portfolio and ranks #203 among its holdings. This is a return to the name: Riverwater Partners previously reported a position in CAT as recently as Q4 2022.

Riverwater Partners first reported a position in CAT in Q4 2021 and has held it in 6 quarters since. The position peaked at $529K in Q4 2022. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Riverwater Partners held 195 shares of Caterpillar worth $208K as of Q2 2026.
  • Caterpillar was a new Riverwater Partners position in Q2 2026.
  • Caterpillar made up 0.06% of Riverwater Partners's portfolio in Q2 2026, its #203 holding.
  • Riverwater Partners first reported a position in Caterpillar in Q4 2021 and has held it in 6 quarters since.
  • Riverwater Partners's Caterpillar position peaked at $529K in Q4 2022.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.