Rowlandmiller & Partners’s Caterpillar CAT Stock Holding History

Rowlandmiller & 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	$335K	Sell	473 -100	-17%	-$69.3K	0.07%	125
2025 Q4	$328K	Buy	573 +142	+33%	+$78.9K	0.06%	130
2025 Q3	$206K	Hold	431	–	–	0.04%	146
2025 Q2	$167K	Hold	431	–	–	0.03%	153
2025 Q1	$142K	Hold	431	–	–	0.03%	158
2024 Q4	$156K	Hold	431	–	–	0.03%	154
2024 Q3	$169K	Hold	431	–	–	0.03%	151
2024 Q2	$144K	Hold	431	–	–	0.03%	153
2024 Q1	$158K	Hold	431	–	–	0.03%	152
2023 Q4	$128K	Hold	431	–	–	0.03%	159
2023 Q3	$118K	Hold	431	–	–	0.03%	162
2023 Q2	$106K	Buy	+431	New	+$96.1K	0.03%	175
2023 Q1	–	Sell	-431	Closed	-$103K	–	179
2022 Q4	$103K	Buy	+431	New	+$93.8K	0.03%	175

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

Rowlandmiller & Partners's CAT Position: Q1 2026 in Review

Rowlandmiller & Partners reduced its Caterpillar (CAT) stake by 17% in Q1 2026, selling an estimated $69.3K and leaving 473 shares worth $335K. The position accounts for 0.07% of the portfolio, ranked #125.

Rowlandmiller & Partners first reported a position in CAT in Q4 2022 and has held it in 13 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Rowlandmiller & Partners held 473 shares of Caterpillar worth $335K as of Q1 2026.
Rowlandmiller & Partners sold 100 Caterpillar shares in Q1 2026, an estimated $69.3K.
Caterpillar made up 0.07% of Rowlandmiller & Partners's portfolio in Q1 2026, its #125 holding.
Rowlandmiller & Partners first reported a position in Caterpillar in Q4 2022 and has held it in 13 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Rowlandmiller & Partners's 13F filing for Q1 2026, filed 1 Apr 2026.