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 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 $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

RW Investment Management's CAT Position: Q1 2026 in Review

RW Investment Management opened a new position in Caterpillar (CAT) in Q1 2026: 978 shares worth $693K. The stake represents 0.07% of the portfolio and ranks #56 among its holdings. This is a return to the name: RW Investment Management previously reported a position in CAT as recently as Q3 2025.

RW Investment Management first reported a position in CAT in Q1 2024 and has held it in 8 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

RW Investment Management held 978 shares of Caterpillar worth $693K as of Q1 2026.
Caterpillar was a new RW Investment Management position in Q1 2026.
Caterpillar made up 0.07% of RW Investment Management's portfolio in Q1 2026, its #56 holding.
RW Investment Management first reported a position in Caterpillar in Q1 2024 and has held it in 8 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.