Robertson Stephens Wealth Management
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Robertson Stephens Wealth Management’s Caterpillar CAT Stock Holding History

Robertson Stephens 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
Q3 		$18.9M Buy
23,260
+696
+3% +$590K 0.46% 36
2026
Q2 		$24M Sell
22,564
-164
-0.7% -$144K 0.59% 33
2026
Q1 		$16.1M Buy
22,728
+253
+1% +$175K 0.45% 41
2025
Q4 		$12.9M Buy
22,475
+10,406
+86% +$5.78M 0.34% 58
2025
Q3 		$5.76M Sell
12,069
-2,841
-19% -$1.21M 0.17% 94
2025
Q2 		$5.79M Sell
14,910
-1,143
-7% -$381K 0.18% 91
2025
Q1 		$5.29M Sell
16,053
-1,487
-8% -$530K 0.18% 102
2024
Q4 		$6.36M Buy
17,540
+3,513
+25% +$1.36M 0.23% 87
2024
Q3 		$5.49M Sell
14,027
-4,236
-23% -$1.46M 0.2% 103
2024
Q2 		$6.08M Buy
18,263
+3,656
+25% +$1.27M 0.31% 57
2024
Q1 		$5.35M Sell
14,607
-100
-0.7% -$32K 0.28% 61
2023
Q4 		$4.35M Sell
14,707
-177
-1% -$45.9K 0.26% 66
2023
Q3 		$4.06M Sell
14,884
-389
-3% -$106K 0.27% 75
2023
Q2 		$3.76M Sell
15,273
-819
-5% -$183K 0.27% 81
2023
Q1 		$3.68M Buy
16,092
+1,210
+8% +$293K 0.28% 75
2022
Q4 		$3.57M Buy
14,882
+545
+4% +$119K 0.35% 66
2022
Q3 		$2.35M Buy
14,337
+9,664
+207% +$1.77M 0.25% 85
2022
Q2 		$835K Sell
4,673
-93
-2% -$19.6K 0.08% 179
2022
Q1 		$1.06M Sell
4,766
-325
-6% -$68.2K 0.09% 174
2021
Q4 		$1.05M Buy
5,091
+1,380
+37% +$278K 0.09% 175
2021
Q3 		$712K Buy
3,711
+200
+6% +$41.7K 0.08% 158
2021
Q2 		$764K Buy
3,511
+771
+28% +$178K 0.09% 160
2021
Q1 		$635K Buy
2,740
+1,058
+63% +$219K 0.1% 154
2020
Q4 		$306K Hold
1,682
– – 0.06% 189
2020
Q3 		$250K Buy
+1,682
New +$236K 0.06% 195
2020
Q2 		– Sell
-3,455
Closed -$401K – 193
2020
Q1 		$401K Buy
3,455
+491
+17% +$62.7K 0.14% 114
2019
Q4 		$437K Sell
2,964
-2,345
-44% -$327K 0.22% 72
2019
Q3 		$671K Buy
+5,309
New +$674K 0.34% 58

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robertson Stephens Wealth Management's CAT Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its Caterpillar (CAT) stake by 3.1% in Q3 2026, buying an estimated $590K and bringing the position to 23,260 shares worth $18.9M. The position accounts for 0.46% of the portfolio, ranked #36.

Robertson Stephens Wealth Management first reported a position in CAT in Q3 2019 and has held it in 28 quarters since. The position peaked at $24M in Q2 2026. 3,266 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Robertson Stephens Wealth Management held 23,260 shares of Caterpillar worth $18.9M as of Q3 2026.
  • Robertson Stephens Wealth Management bought 696 Caterpillar shares in Q3 2026, an estimated $590K.
  • Caterpillar made up 0.46% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Robertson Stephens Wealth Management first reported a position in Caterpillar in Q3 2019 and has held it in 28 quarters since.
  • Robertson Stephens Wealth Management's Caterpillar position peaked at $24M in Q2 2026.
  • 3,266 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.