RW Investment Management’s Caterpillar CAT Stock Holding History

RW Investment 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	$1.04M	Hold	978	–	–	0.09%	47
2026 Q1	$693K	Buy	+978	New	+$677K	0.07%	56
2025 Q3	$466K	Buy	977 +1	+0.1%	+$427	0.05%	66
2025 Q2	$379K	Buy	976 +351	+56%	+$117K	0.04%	74
2025 Q1	$206K	Buy	625 +41	+7%	+$14.6K	0.03%	95
2024 Q4	$212K	Sell	584 -64	-10%	-$24.8K	0.03%	92
2024 Q3	$253K	Hold	648	–	–	0.03%	84
2024 Q2	$216K	Sell	648 -6	-0.9%	-$2.08K	0.03%	86
2024 Q1	$240K	Buy	+654	New	+$209K	0.03%	82

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

RW Investment Management's CAT Position: Q2 2026 in Review

RW Investment Management held its Caterpillar (CAT) position steady in Q2 2026 at 978 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #47.

RW Investment Management first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

RW Investment Management held 978 shares of Caterpillar worth $1.04M as of Q2 2026.
RW Investment Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.09% of RW Investment Management's portfolio in Q2 2026, its #47 holding.
RW Investment Management first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.