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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return