RWB
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RMR Wealth Builders’s Caterpillar CAT Stock Holding History

RMR Wealth Builders’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 		$5.39M Buy
5,057
+3,213
+174% +$2.82M 0.33% 48
2026
Q1 		$1.31M Sell
1,844
-5
-0.3% -$3.46K 0.1% 104
2025
Q4 		$1.06M Buy
1,849
+476
+35% +$265K 0.08% 114
2025
Q3 		$655K Buy
1,373
+81
+6% +$34.6K 0.05% 146
2025
Q2 		$502K Sell
1,292
-237
-16% -$79K 0.05% 166
2025
Q1 		$504K Buy
1,529
+54
+4% +$19.2K 0.05% 154
2024
Q4 		$535K Buy
1,475
+60
+4% +$23.3K 0.06% 148
2024
Q3 		$553K Sell
1,415
-653
-32% -$226K 0.06% 147
2024
Q2 		$689K Sell
2,068
-284
-12% -$98.5K 0.08% 126
2024
Q1 		$862K Buy
2,352
+22
+0.9% +$7.03K 0.1% 108
2023
Q4 		$689K Sell
2,330
-50
-2% -$13K 0.1% 112
2023
Q3 		$650K Buy
2,380
+11
+0.5% +$2.98K 0.1% 105
2023
Q2 		$583K Sell
2,369
-18
-0.8% -$4.01K 0.1% 102
2023
Q1 		$546K Buy
2,387
+198
+9% +$47.9K 0.1% 98
2022
Q4 		$524K Buy
2,189
+1
+0% +$218 0.12% 92
2022
Q3 		$359K Buy
2,188
+502
+30% +$91.7K 0.09% 124
2022
Q2 		$301K Sell
1,686
-95
-5% -$20K 0.08% 140
2022
Q1 		$397K Buy
1,781
+369
+26% +$77.4K 0.09% 136
2021
Q4 		$292K Sell
1,412
-264
-16% -$53.2K 0.08% 91
2021
Q3 		$322K Buy
1,676
+2
+0.1% +$417 0.09% 133
2021
Q2 		$364K Buy
1,674
+60
+4% +$13.9K 0.12% 118
2021
Q1 		$374K Buy
1,614
+265
+20% +$54.9K 0.1% 123
2020
Q4 		$246K Sell
1,349
-156
-10% -$26.5K 0.12% 133
2020
Q3 		$224K Buy
1,505
+1,156
+331% +$162K 0.06% 188
2020
Q2 		$44K Buy
+349
New +$41.4K 0.04% 237
2019
Q4 		$103K Buy
+699
New +$97.5K 0.1% 165

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

RMR Wealth Builders's CAT Position: Q2 2026 in Review

RMR Wealth Builders increased its Caterpillar (CAT) stake by 174% in Q2 2026, buying an estimated $2.82M and bringing the position to 5,057 shares worth $5.39M. The position accounts for 0.33% of the portfolio, ranked #48.

RMR Wealth Builders first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. 1,480 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • RMR Wealth Builders held 5,057 shares of Caterpillar worth $5.39M as of Q2 2026.
  • RMR Wealth Builders bought 3,213 Caterpillar shares in Q2 2026, an estimated $2.82M.
  • Caterpillar made up 0.33% of RMR Wealth Builders's portfolio in Q2 2026, its #48 holding.
  • RMR Wealth Builders first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.