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Rice Partnership, LLC

SEC CIK
0001736736
Latest filing
Jul 29, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Rice Partnership, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
11,776
Value
$12.5M
% of portfolio
1.5%
Quarters held
5
Since Q2 2025
Holdings of CAT by Rice Partnership, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,776$12.5M1.5%+1,248+11.9%AddedHolders
Q1 202610,528$7.46M1.0%+6,638+170.6%AddedHolders
Q4 20253,890$2.23M0.3%+122+3.2%AddedHolders
Q3 20253,768$1.80M0.3%−145−3.7%ReducedHolders
Q2 20253,913$1.52M0.3%+3,913NewHolders