SEC 13F Intelligence

Rice Partnership, LLC / CAT

Rice Partnership, LLC’s Caterpillar Inc Position

Does Rice Partnership, LLC own Caterpillar Inc (CAT)? Yes — 10.5K shares worth $7M (+1.02% of its 13F portfolio) as of Q1 2026, up from 3.9K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
10.5K
% of Portfolio
+1.02%
Quarters Held
5
currently held

Position History CAT

Reported value by quarter
Q4 ’19: $193,000Q4 ’19Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.5K$7M+1.02%
Q4 20253.9K$2M+0.30%
Q3 20253.8K$2M+0.26%
Q2 20253.9K$2M+0.26%
Q4 20191.3K$193,000+0.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rice Partnership, LLC’s full portfolio or all institutional holders of CAT.