RWI
CAT icon

Red Wave Investments’s Caterpillar CAT Stock Holding History

Red Wave Investments’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
Q1 		$451K Sell
636
-9
-1% -$6.23K 0.13% 67
2025
Q4 		$370K Hold
645
– – 0.11% 70
2025
Q3 		$308K Buy
645
+1
+0.2% +$427 0.09% 81
2025
Q2 		$250K Buy
644
+23
+4% +$7.67K 0.08% 90
2025
Q1 		$205K Buy
621
+1
+0.2% +$356 0.07% 96
2024
Q4 		$225K Hold
620
– – 0.08% 95
2024
Q3 		$242K Buy
620
+4
+0.6% +$1.38K 0.08% 92
2024
Q2 		$205K Buy
616
+2
+0.3% +$693 0.08% 98
2024
Q1 		$225K Buy
+614
New +$196K 0.08% 97

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Red Wave Investments's CAT Position: Q1 2026 in Review

Red Wave Investments reduced its Caterpillar (CAT) stake by 1.4% in Q1 2026, selling an estimated $6.23K and leaving 636 shares worth $451K. The position accounts for 0.13% of the portfolio, ranked #67.

Red Wave Investments first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Red Wave Investments held 636 shares of Caterpillar worth $451K as of Q1 2026.
  • Red Wave Investments sold 9 Caterpillar shares in Q1 2026, an estimated $6.23K.
  • Caterpillar made up 0.13% of Red Wave Investments's portfolio in Q1 2026, its #67 holding.
  • Red Wave Investments first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Red Wave Investments's 13F filing for Q1 2026, filed 8 May 2026.