RSWM
CAT icon

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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Robertson Stephens Wealth Management's CAT Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Caterpillar (CAT) stake by 0.72% in Q2 2026, selling an estimated $144K and leaving 22,564 shares worth $24M. The position accounts for 0.59% of the portfolio, ranked #33.

Robertson Stephens Wealth Management first reported a position in CAT in Q3 2019 and has held it in 27 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Robertson Stephens Wealth Management held 22,564 shares of Caterpillar worth $24M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 164 Caterpillar shares in Q2 2026, an estimated $144K.
  • Caterpillar made up 0.59% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Robertson Stephens Wealth Management first reported a position in Caterpillar in Q3 2019 and has held it in 27 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.