SEC 13F Intelligence

Rakuten Investment Management, Inc. / CAT

Rakuten Investment Management, Inc.’s Caterpillar Inc Position

Does Rakuten Investment Management, Inc. own Caterpillar Inc (CAT)? Yes — 69.2K shares worth $46M (+0.09% of its 13F portfolio) as of Q1 2026, up from 61.6K shares the prior filed quarter.

Position Value
$46M
Q1 2026
Shares
69.2K
% of Portfolio
+0.09%
Quarters Held
3
currently held

Position History CAT

Reported value by quarter
Q3 ’25: $547,932Q3 ’25Q4 ’25: $36MQ4 ’25Q1 ’26: $46MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202669.2K$46M+0.09%
Q4 202561.6K$36M+0.12%
Q3 202512.1K$547,9320.00%

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