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RKL Wealth Management’s Caterpillar CAT Stock Holding History

RKL Wealth Management’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 		$3.1M Buy
4,381
+6
+0.1% +$4.16K 0.28% 52
2025
Q4 		$2.51M Sell
4,375
-9
-0.2% -$5K 0.21% 61
2025
Q3 		$2.09M Sell
4,384
-97
-2% -$41.4K 0.18% 65
2025
Q2 		$1.74M Buy
4,481
+19
+0.4% +$6.33K 0.15% 71
2025
Q1 		$1.47M Buy
4,462
+2
+0% +$712 0.14% 77
2024
Q4 		$1.62M Buy
4,460
+2,903
+186% +$1.13M 0.14% 77
2024
Q3 		$609K Buy
1,557
+1
+0.1% +$345 0.06% 96
2024
Q2 		$518K Sell
1,556
-5
-0.3% -$1.73K 0.05% 95
2024
Q1 		$572K Buy
1,561
+106
+7% +$33.9K 0.06% 92
2023
Q4 		$430K Sell
1,455
-58
-4% -$15K 0.05% 106
2023
Q3 		$413K Sell
1,513
-70
-4% -$19K 0.05% 99
2023
Q2 		$390K Buy
1,583
+21
+1% +$4.68K 0.05% 106
2023
Q1 		$357K Sell
1,562
-64
-4% -$15.5K 0.05% 107
2022
Q4 		$390K Buy
1,626
+100
+7% +$21.8K 0.05% 102
2022
Q3 		$250K Hold
1,526
– – 0.04% 118
2022
Q2 		$273K Buy
1,526
+175
+13% +$36.9K 0.04% 117
2022
Q1 		$301K Buy
1,351
+133
+11% +$27.9K 0.04% 120
2021
Q4 		$252K Hold
1,218
– – 0.03% 114
2021
Q3 		$234K Sell
1,218
-559
-31% -$116K 0.03% 118
2021
Q2 		$387K Hold
1,777
– – 0.05% 100
2021
Q1 		$412K Hold
1,777
– – 0.06% 94
2020
Q4 		$323K Hold
1,777
– – 0.05% 102
2020
Q3 		$265K Buy
+1,777
New +$250K 0.04% 108

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

RKL Wealth Management's CAT Position: Q1 2026 in Review

RKL Wealth Management increased its Caterpillar (CAT) stake by 0.14% in Q1 2026, buying an estimated $4.16K and bringing the position to 4,381 shares worth $3.1M. The position accounts for 0.28% of the portfolio, ranked #52.

RKL Wealth Management first reported a position in CAT in Q3 2020 and has held it in 23 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • RKL Wealth Management held 4,381 shares of Caterpillar worth $3.1M as of Q1 2026.
  • RKL Wealth Management bought 6 Caterpillar shares in Q1 2026, an estimated $4.16K.
  • Caterpillar made up 0.28% of RKL Wealth Management's portfolio in Q1 2026, its #52 holding.
  • RKL Wealth Management first reported a position in Caterpillar in Q3 2020 and has held it in 23 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.