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 Q2	$486K	Sell	456 -17	-4%	-$14.9K	0.09%	106
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Rowlandmiller & Partners's CAT Position: Q2 2026 in Review

Rowlandmiller & Partners reduced its Caterpillar (CAT) stake by 3.6% in Q2 2026, selling an estimated $14.9K and leaving 456 shares worth $486K. The position accounts for 0.09% of the portfolio, ranked #106.

Rowlandmiller & Partners first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Rowlandmiller & Partners held 456 shares of Caterpillar worth $486K as of Q2 2026.
Rowlandmiller & Partners sold 17 Caterpillar shares in Q2 2026, an estimated $14.9K.
Caterpillar made up 0.09% of Rowlandmiller & Partners's portfolio in Q2 2026, its #106 holding.
Rowlandmiller & Partners first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.