Red Door Wealth Management’s Caterpillar CAT Stock Holding History

Red Door Wealth Management’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
2026 Q2	$1.87M	Buy	1,757 +99	+6%	+$87K	0.17%	89
2026 Q1	$1.17M	Buy	1,658 +2	+0.1%	+$1.39K	0.12%	100
2025 Q4	$949K	Buy	1,656 +4	+0.2%	+$2.22K	0.1%	104
2025 Q3	$788K	Buy	1,652 +3	+0.2%	+$1.28K	0.08%	120
2025 Q2	$640K	Sell	1,649 -380	-19%	-$127K	0.08%	136
2025 Q1	$669K	Sell	2,029 -14	-0.7%	-$4.99K	0.1%	112
2024 Q4	$741K	Buy	2,043 +64	+3%	+$24.8K	0.11%	110
2024 Q3	$774K	Buy	1,979 +186	+10%	+$64.2K	0.13%	97
2024 Q2	$597K	Buy	1,793 +42	+2%	+$14.6K	0.11%	106
2024 Q1	$642K	Sell	1,751 -33	-2%	-$10.5K	0.12%	100
2023 Q4	$527K	Buy	1,784 +148	+9%	+$38.4K	0.11%	111
2023 Q3	$447K	Sell	1,636 -51	-3%	-$13.8K	0.11%	114
2023 Q2	$415K	Buy	1,687 +24	+1%	+$5.35K	0.09%	144
2023 Q1	$381K	Sell	1,663 -29	-2%	-$7.01K	0.12%	103
2022 Q4	$405K	Sell	1,692 -893	-35%	-$194K	0.13%	103
2022 Q3	$424K	Buy	+2,585	New	+$472K	0.16%	90
2022 Q2	–	Sell	-952	Closed	-$212K	–	135
2022 Q1	$212K	Buy	+952	New	+$200K	0.07%	129
2021 Q3	–	Sell	-572	Closed	-$124K	–	228
2021 Q2	$124K	Buy	+572	New	+$132K	0.05%	184
2020 Q3	–	Sell	-375	Closed	-$47K	–	149
2020 Q2	$47K	Hold	375	–	–	0.03%	182
2020 Q1	$43K	Buy	+375	New	+$47.9K	0.04%	176

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Red Door Wealth Management's CAT Position: Q2 2026 in Review

Red Door Wealth Management increased its Caterpillar (CAT) stake by 6% in Q2 2026, buying an estimated $87K and bringing the position to 1,757 shares worth $1.87M. The position accounts for 0.17% of the portfolio, ranked #89.

Red Door Wealth Management first reported a position in CAT in Q1 2020 and has held it in 20 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Red Door Wealth Management held 1,757 shares of Caterpillar worth $1.87M as of Q2 2026.
Red Door Wealth Management bought 99 Caterpillar shares in Q2 2026, an estimated $87K.
Caterpillar made up 0.17% of Red Door Wealth Management's portfolio in Q2 2026, its #89 holding.
Red Door Wealth Management first reported a position in Caterpillar in Q1 2020 and has held it in 20 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.