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 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 $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

Royal Capital Wealth Management's CAT Position: Q1 2026 in Review

Royal Capital Wealth Management held its Caterpillar (CAT) position steady in Q1 2026 at 1,100 shares worth $779K. The position accounts for 0.49% of the portfolio, ranked #40.

Royal Capital Wealth Management first reported a position in CAT in Q4 2021 and has held it in 17 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Royal Capital Wealth Management held 1,100 shares of Caterpillar worth $779K as of Q1 2026.
Royal Capital Wealth Management left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.49% of Royal Capital Wealth Management's portfolio in Q1 2026, its #40 holding.
Royal Capital Wealth Management first reported a position in Caterpillar in Q4 2021 and has held it in 17 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.