RWM
CAT icon

RMG Wealth Management’s Caterpillar CAT Stock Holding History

RMG 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 		$138K Hold
149
– – 0.02% 90
2025
Q4 		$95.7K Buy
149
+13
+10% +$7.22K 0.01% 107
2025
Q3 		$69.9K Hold
136
– – 0.01% 117
2025
Q2 		$56.5K Buy
+136
New +$45.3K 0.01% 124

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

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

RMG Wealth Management held its Caterpillar (CAT) position steady in Q1 2026 at 149 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #90.

RMG Wealth Management first reported a position in CAT in Q2 2025 and has held it in 4 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • RMG Wealth Management held 149 shares of Caterpillar worth $138K as of Q1 2026.
  • RMG Wealth Management left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.02% of RMG Wealth Management's portfolio in Q1 2026, its #90 holding.
  • RMG Wealth Management first reported a position in Caterpillar in Q2 2025 and has held it in 4 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.