RCP
CAT icon

Rothschild Capital Partners’s Caterpillar CAT Stock Holding History

Rothschild Capital 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 		$704K Buy
994
+352
+55% +$244K 0.17% 54
2025
Q4 		$368K Buy
+642
New +$357K 0.09% 58
2025
Q1 		– Sell
-790
Closed -$287K – 94
2024
Q4 		$287K Buy
+790
New +$306K 0.07% 80

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

Rothschild Capital Partners's CAT Position: Q1 2026 in Review

Rothschild Capital Partners increased its Caterpillar (CAT) stake by 55% in Q1 2026, buying an estimated $244K and bringing the position to 994 shares worth $704K. The position accounts for 0.17% of the portfolio, ranked #54.

Rothschild Capital Partners first reported a position in CAT in Q4 2024 and has held it in 3 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Rothschild Capital Partners held 994 shares of Caterpillar worth $704K as of Q1 2026.
  • Rothschild Capital Partners bought 352 Caterpillar shares in Q1 2026, an estimated $244K.
  • Caterpillar made up 0.17% of Rothschild Capital Partners's portfolio in Q1 2026, its #54 holding.
  • Rothschild Capital Partners first reported a position in Caterpillar in Q4 2024 and has held it in 3 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.