Red Door Wealth Management
CAT icon

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
Q3 		$1.55M Buy
1,911
+154
+9% +$131K 0.13% 97
2026
Q2 		$1.87M Buy
1,757
+99
+6% +$87K 0.17% 89
2026
Q1 		$1.17M Buy
1,658
+2
+0.1% +$1.38K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Red Door Wealth Management's CAT Position: Q3 2026 in Review

Red Door Wealth Management increased its Caterpillar (CAT) stake by 8.8% in Q3 2026, buying an estimated $131K and bringing the position to 1,911 shares worth $1.55M. The position accounts for 0.13% of the portfolio, ranked #97.

Red Door Wealth Management first reported a position in CAT in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.87M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Red Door Wealth Management held 1,911 shares of Caterpillar worth $1.55M as of Q3 2026.
  • Red Door Wealth Management bought 154 Caterpillar shares in Q3 2026, an estimated $131K.
  • Caterpillar made up 0.13% of Red Door Wealth Management's portfolio in Q3 2026, its #97 holding.
  • Red Door Wealth Management first reported a position in Caterpillar in Q1 2020 and has held it in 21 quarters since.
  • Red Door Wealth Management's Caterpillar position peaked at $1.87M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Red Door Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.