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Rogco LP’s Caterpillar CAT Stock Holding History

Rogco LP’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 		$1.78M Buy
2,512
+1
+0% +$693 0.59% 28
2025
Q4 		$1.44M Sell
2,511
-26
-1% -$14.5K 0.48% 30
2025
Q3 		$1.21M Sell
2,537
-114
-4% -$48.7K 0.43% 33
2025
Q2 		$1.03M Sell
2,651
-239
-8% -$79.7K 0.39% 41
2025
Q1 		$953K Sell
2,890
-88
-3% -$31.3K 0.38% 42
2024
Q4 		$1.08M Sell
2,978
-79
-3% -$30.6K 0.44% 38
2024
Q3 		$1.2M Sell
3,057
-184
-6% -$63.5K 0.47% 40
2024
Q2 		$1.08M Buy
3,241
+158
+5% +$54.8K 0.44% 43
2024
Q1 		$1.13M Buy
3,083
+85
+3% +$27.2K 0.46% 40
2023
Q4 		$886K Buy
2,998
+81
+3% +$21K 0.39% 47
2023
Q3 		$796K Buy
+2,917
New +$791K 0.39% 42

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

Rogco LP's CAT Position: Q1 2026 in Review

Rogco LP increased its Caterpillar (CAT) stake by 0.04% in Q1 2026, buying an estimated $693 and bringing the position to 2,512 shares worth $1.78M. The position accounts for 0.59% of the portfolio, ranked #28.

Rogco LP first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Rogco LP held 2,512 shares of Caterpillar worth $1.78M as of Q1 2026.
  • Rogco LP bought 1 Caterpillar share in Q1 2026, an estimated $693.
  • Caterpillar made up 0.59% of Rogco LP's portfolio in Q1 2026, its #28 holding.
  • Rogco LP first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Rogco LP's 13F filing for Q1 2026, filed 5 May 2026.