RFA
CAT icon

Rollins Financial Advisors’s Caterpillar CAT Stock Holding History

Rollins Financial Advisors’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 		$4.15M Buy
5,852
+507
+9% +$351K 0.66% 32
2025
Q4 		$3.06M Buy
5,345
+19
+0.4% +$10.6K 0.45% 36
2025
Q3 		$2.54M Buy
5,326
+107
+2% +$45.7K 0.38% 38
2025
Q2 		$2.03M Sell
5,219
-2,221
-30% -$740K 0.32% 41
2025
Q1 		$2.45M Buy
7,440
+242
+3% +$86.2K 0.43% 36
2024
Q4 		$2.61M Buy
7,198
+301
+4% +$117K 0.41% 37
2024
Q3 		$2.7M Sell
6,897
-138
-2% -$47.7K 0.45% 36
2024
Q2 		$2.34M Buy
7,035
+84
+1% +$29.1K 0.4% 34
2024
Q1 		$2.55M Buy
6,951
+556
+9% +$178K 0.48% 31
2023
Q4 		$1.89M Buy
+6,395
New +$1.66M 0.39% 32

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

Rollins Financial Advisors's CAT Position: Q1 2026 in Review

Rollins Financial Advisors increased its Caterpillar (CAT) stake by 9.5% in Q1 2026, buying an estimated $351K and bringing the position to 5,852 shares worth $4.15M. The position accounts for 0.66% of the portfolio, ranked #32.

Rollins Financial Advisors first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Rollins Financial Advisors held 5,852 shares of Caterpillar worth $4.15M as of Q1 2026.
  • Rollins Financial Advisors bought 507 Caterpillar shares in Q1 2026, an estimated $351K.
  • Caterpillar made up 0.66% of Rollins Financial Advisors's portfolio in Q1 2026, its #32 holding.
  • Rollins Financial Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.