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RDA Financial Network’s Caterpillar CAT Stock Holding History

RDA Financial Network’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
2025
Q3 		– Sell
-555
Closed -$215K – 261
2025
Q2 		$215K Sell
555
-2,690
-83% -$897K 0.06% 244
2025
Q1 		$1.07M Buy
3,245
+298
+10% +$106K 0.32% 93
2024
Q4 		$1.07M Buy
2,947
+158
+6% +$61.3K 0.31% 95
2024
Q3 		$1.09M Buy
2,789
+163
+6% +$56.3K 0.34% 91
2024
Q2 		$875K Sell
2,626
-162
-6% -$56.2K 0.29% 98
2024
Q1 		$1.02M Buy
2,788
+184
+7% +$58.8K 0.35% 80
2023
Q4 		$770K Buy
+2,604
New +$676K 0.29% 90
2022
Q1 		– Sell
-1,103
Closed -$228K – 232
2021
Q4 		$228K Sell
1,103
-1,048
-49% -$211K 0.09% 193
2021
Q3 		$413K Buy
2,151
+377
+21% +$78.5K 0.18% 129
2021
Q2 		$386K Buy
1,774
+29
+2% +$6.7K 0.17% 137
2021
Q1 		$405K Buy
1,745
+184
+12% +$38.1K 0.17% 138
2020
Q4 		$284K Buy
+1,561
New +$265K 0.13% 170

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RDA Financial Network's CAT Position: Q3 2025 in Review

RDA Financial Network sold out of Caterpillar (CAT) in Q3 2025, closing a stake of 555 shares — an estimated $215K sold.

RDA Financial Network first reported a position in CAT in Q4 2020 and held it in 12 quarters. The position peaked at $1.09M in Q3 2024. 3,148 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • RDA Financial Network reported no remaining Caterpillar position as of Q3 2025 after selling out during the quarter.
  • RDA Financial Network sold 555 Caterpillar shares in Q3 2025, an estimated $215K.
  • RDA Financial Network first reported a position in Caterpillar in Q4 2020 and held it in 12 quarters.
  • RDA Financial Network's Caterpillar position peaked at $1.09M in Q3 2024.
  • 3,148 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on RDA Financial Network's 13F filing for Q3 2025, filed 8 Oct 2025.