RF
CAT icon

Rossby Financial’s Caterpillar CAT Stock Holding History

Rossby Financial’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 		$1.07M Buy
1,469
+144
+11% +$99.7K 0.22% 97
2025
Q4 		$759K Sell
1,325
-2,067
-61% -$1.15M 0.23% 79
2025
Q3 		$1.63M Sell
3,392
-49
-1% -$20.9K 0.53% 34
2025
Q2 		$1.34M Buy
3,441
+44
+1% +$14.7K 0.49% 38
2025
Q1 		$1.04M Buy
3,397
+2,214
+187% +$789K 0.44% 42
2024
Q4 		$429K Buy
+1,183
New +$459K 0.27% 96

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

Rossby Financial's CAT Position: Q1 2026 in Review

Rossby Financial increased its Caterpillar (CAT) stake by 11% in Q1 2026, buying an estimated $99.7K and bringing the position to 1,469 shares worth $1.07M. The position accounts for 0.22% of the portfolio, ranked #97.

Rossby Financial first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.63M in Q3 2025. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Rossby Financial held 1,469 shares of Caterpillar worth $1.07M as of Q1 2026.
  • Rossby Financial bought 144 Caterpillar shares in Q1 2026, an estimated $99.7K.
  • Caterpillar made up 0.22% of Rossby Financial's portfolio in Q1 2026, its #97 holding.
  • Rossby Financial first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • Rossby Financial's Caterpillar position peaked at $1.63M in Q3 2025.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.