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Ruggaard & Associates’s Caterpillar CAT Stock Holding History

Ruggaard & Associates’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 		$313K Sell
441
-12
-3% -$8.31K 0.12% 100
2025
Q4 		$260K Sell
453
-3
-0.7% -$1.67K 0.1% 107
2025
Q3 		$218K Buy
+456
New +$195K 0.08% 116

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ruggaard & Associates's CAT Position: Q1 2026 in Review

Ruggaard & Associates reduced its Caterpillar (CAT) stake by 2.6% in Q1 2026, selling an estimated $8.31K and leaving 441 shares worth $313K. The position accounts for 0.12% of the portfolio, ranked #100.

Ruggaard & Associates first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Ruggaard & Associates held 441 shares of Caterpillar worth $313K as of Q1 2026.
  • Ruggaard & Associates sold 12 Caterpillar shares in Q1 2026, an estimated $8.31K.
  • Caterpillar made up 0.12% of Ruggaard & Associates's portfolio in Q1 2026, its #100 holding.
  • Ruggaard & Associates first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.