Royal Capital Wealth Management’s Caterpillar CAT Stock Holding History

Royal Capital Wealth Management’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	$1.17M	Hold	1,100	–	–	0.66%	28
2026 Q1	$779K	Hold	1,100	–	–	0.49%	40
2025 Q4	$630K	Hold	1,100	–	–	0.37%	42
2025 Q3	$525K	Hold	1,100	–	–	0.32%	47
2025 Q2	$427K	Hold	1,100	–	–	0.28%	55
2025 Q1	$363K	Hold	1,100	–	–	0.25%	58
2024 Q4	$399K	Hold	1,100	–	–	0.28%	54
2024 Q3	$430K	Hold	1,100	–	–	0.3%	54
2024 Q2	$366K	Hold	1,100	–	–	0.28%	59
2024 Q1	$403K	Hold	1,100	–	–	0.32%	54
2023 Q4	$325K	Hold	1,100	–	–	0.28%	65
2023 Q3	$300K	Hold	1,100	–	–	0.29%	63
2023 Q2	$271K	Hold	1,100	–	–	0.26%	72
2023 Q1	$252K	Sell	1,100 -58	-5%	-$14K	0.25%	78
2022 Q4	$277K	Buy	+1,158	New	+$252K	0.29%	69
2022 Q3	–	Sell	-1,158	Closed	-$207K	–	89
2022 Q2	$207K	Hold	1,158	–	–	0.22%	89
2022 Q1	$258K	Hold	1,158	–	–	0.25%	86
2021 Q4	$239K	Buy	+1,158	New	+$233K	0.23%	87

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

Royal Capital Wealth Management's CAT Position: Q2 2026 in Review

Royal Capital Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 1,100 shares worth $1.17M. The position accounts for 0.66% of the portfolio, ranked #28.

Royal Capital Wealth Management first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Royal Capital Wealth Management held 1,100 shares of Caterpillar worth $1.17M as of Q2 2026.
Royal Capital Wealth Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.66% of Royal Capital Wealth Management's portfolio in Q2 2026, its #28 holding.
Royal Capital Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.