Root Financial Partners’s Caterpillar CAT Stock Holding History

Root Financial Partners’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	$3.52M	Buy	4,963 +1,754	+55%	+$1.21M	0.16%	45
2025 Q4	$1.84M	Sell	3,209 -373	-10%	-$207K	0.09%	62
2025 Q3	$1.71M	Buy	3,582 +468	+15%	+$200K	0.11%	60
2025 Q2	$1.21M	Buy	3,114 +1,413	+83%	+$471K	0.12%	65
2025 Q1	$561K	Sell	1,701 -273	-14%	-$97.2K	0.06%	105
2024 Q4	$716K	Buy	1,974 +334	+20%	+$130K	0.09%	85
2024 Q3	$642K	Sell	1,640 -2,542	-61%	-$878K	0.1%	75
2024 Q2	$1.39M	Buy	+4,182	New	+$1.45M	0.33%	31

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Root Financial Partners's CAT Position: Q1 2026 in Review

Root Financial Partners increased its Caterpillar (CAT) stake by 55% in Q1 2026, buying an estimated $1.21M and bringing the position to 4,963 shares worth $3.52M. The position accounts for 0.16% of the portfolio, ranked #45.

Root Financial Partners first reported a position in CAT in Q2 2024 and has held it in 8 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Root Financial Partners held 4,963 shares of Caterpillar worth $3.52M as of Q1 2026.
Root Financial Partners bought 1,754 Caterpillar shares in Q1 2026, an estimated $1.21M.
Caterpillar made up 0.16% of Root Financial Partners's portfolio in Q1 2026, its #45 holding.
Root Financial Partners first reported a position in Caterpillar in Q2 2024 and has held it in 8 quarters since.
3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.