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 Q2	$4.81M	Buy	4,521 +140	+3%	+$123K	0.38%	37
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

RKL Wealth Management's CAT Position: Q2 2026 in Review

RKL Wealth Management increased its Caterpillar (CAT) stake by 3.2% in Q2 2026, buying an estimated $123K and bringing the position to 4,521 shares worth $4.81M. The position accounts for 0.38% of the portfolio, ranked #37.

RKL Wealth Management first reported a position in CAT in Q3 2020 and has held it in 24 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

RKL Wealth Management held 4,521 shares of Caterpillar worth $4.81M as of Q2 2026.
RKL Wealth Management bought 140 Caterpillar shares in Q2 2026, an estimated $123K.
Caterpillar made up 0.38% of RKL Wealth Management's portfolio in Q2 2026, its #37 holding.
RKL Wealth Management first reported a position in Caterpillar in Q3 2020 and has held it in 24 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.