Red Reef Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$745K Buy
700
+14
+2% +$12.3K 0.69% 56
2026
Q1
$486K Hold
686
0.51% 69
2025
Q4
$393K Buy
+686
New +$381K 0.4% 79

Other funds holding CAT

Red Reef Advisors's CAT Position: Q2 2026 in Review

Red Reef Advisors increased its Caterpillar (CAT) stake by 2% in Q2 2026, buying an estimated $12.3K and bringing the position to 700 shares worth $745K. The position accounts for 0.69% of the portfolio, ranked #56.

Red Reef Advisors first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Red Reef Advisors held 700 shares of Caterpillar worth $745K as of Q2 2026.
  • Red Reef Advisors bought 14 Caterpillar shares in Q2 2026, an estimated $12.3K.
  • Caterpillar made up 0.69% of Red Reef Advisors's portfolio in Q2 2026, its #56 holding.
  • Red Reef Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Red Reef Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.