RPg Family Wealth Advisory’s Caterpillar CAT Stock Holding History

RPg Family Wealth Advisory’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	$202K	Buy	+190	New	+$167K	0.03%	136
2019 Q2	–	Sell	-580	Closed	-$78.6K	–	286
2019 Q1	$78.6K	Buy	+580	New	+$77K	0.05%	133
2018 Q3	–	Sell	-120	Closed	-$16.3K	–	259
2018 Q2	$16.3K	Buy	+120	New	+$17.9K	0.01%	186
2018 Q1	–	Sell	-105	Closed	-$16.5K	–	247
2017 Q4	$16.5K	Hold	105	–	–	0.01%	222
2017 Q3	$13.1K	Hold	105	–	–	0.01%	252
2017 Q2	$11.3K	Sell	105 -20	-16%	-$2.03K	0.01%	286
2017 Q1	$11.6K	Sell	125 -14	-10%	-$1.32K	0.01%	248
2016 Q4	$12.9K	Buy	+139	New	+$12.6K	0.01%	235
2016 Q2	–	Sell	-189	Closed	-$14.5K	–	260
2016 Q1	$14.5K	Buy	189 +19	+11%	+$1.27K	0.01%	218
2015 Q4	$11.6K	Buy	+170	New	+$11.9K	0.01%	185

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

RPg Family Wealth Advisory's CAT Position: Q2 2026 in Review

RPg Family Wealth Advisory opened a new position in Caterpillar (CAT) in Q2 2026: 190 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #136 among its holdings. This is a return to the name: RPg Family Wealth Advisory previously reported a position in CAT as recently as Q1 2019.

RPg Family Wealth Advisory first reported a position in CAT in Q4 2015 and has held it in 10 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

RPg Family Wealth Advisory held 190 shares of Caterpillar worth $202K as of Q2 2026.
Caterpillar was a new RPg Family Wealth Advisory position in Q2 2026.
Caterpillar made up 0.03% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #136 holding.
RPg Family Wealth Advisory first reported a position in Caterpillar in Q4 2015 and has held it in 10 quarters since.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.