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River Street Advisors LLC

SEC CIK
0001964897
Latest filing
Jul 21, 2026

CAT holding history

Caterpillar Inc in every 13F filed by River Street Advisors 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)
8,133
Value
$8.66M
% of portfolio
2.6%
Quarters held
12
Since Q3 2023
Holdings of CAT by River Street Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,133$8.66M2.6%−127−1.5%ReducedHolders
Q1 20268,260$5.85M2.0%+50+0.6%AddedHolders
Q4 20258,210$4.70M1.8%00.0%UnchangedHolders
Q3 20258,210$3.92M1.5%−108−1.3%ReducedHolders
Q2 20258,318$3.23M1.4%−204−2.4%ReducedHolders
Q1 20258,522$2.81M1.4%00.0%UnchangedHolders
Q4 20248,522$3.09M1.6%−570−6.3%ReducedHolders
Q3 20249,092$3.56M1.9%+5+0.1%AddedHolders
Q2 20249,087$3.03M1.9%+120+1.3%AddedHolders
Q1 20248,967$3.29M2.2%+5+0.1%AddedHolders
Q4 20238,962$2.65M2.1%−17−0.2%ReducedHolders
Q3 20238,979$2.45M2.3%+8,979NewHolders