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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
Q2 		$350K Sell
329
-112
-25% -$98.4K 0.13% 96
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Ruggaard & Associates's CAT Position: Q2 2026 in Review

Ruggaard & Associates reduced its Caterpillar (CAT) stake by 25% in Q2 2026, selling an estimated $98.4K and leaving 329 shares worth $350K. The position accounts for 0.13% of the portfolio, ranked #96.

Ruggaard & Associates first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ruggaard & Associates held 329 shares of Caterpillar worth $350K as of Q2 2026.
  • Ruggaard & Associates sold 112 Caterpillar shares in Q2 2026, an estimated $98.4K.
  • Caterpillar made up 0.13% of Ruggaard & Associates's portfolio in Q2 2026, its #96 holding.
  • Ruggaard & Associates first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.