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Rede Wealth’s Caterpillar CAT Stock Holding History

Rede Wealth’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 		$458K Hold
646
– – 0.16% 62
2025
Q4 		$370K Buy
+646
New +$359K 0.13% 72
2025
Q3 		– Sell
-795
Closed -$309K – 118
2025
Q2 		$309K Sell
795
-15
-2% -$5K 0.11% 87
2025
Q1 		$267K Sell
810
-74
-8% -$26.4K 0.09% 90
2024
Q4 		$321K Buy
884
+16
+2% +$6.21K 0.12% 80
2024
Q3 		$339K Sell
868
-62
-7% -$21.4K 0.13% 73
2024
Q2 		$310K Buy
930
+12
+1% +$4.16K 0.29% 76
2024
Q1 		$336K Buy
918
+123
+15% +$39.3K 0.14% 69
2023
Q4 		$235K Buy
795
+19
+2% +$4.93K 0.11% 89
2023
Q3 		$212K Sell
776
-200
-20% -$54.3K 0.11% 81
2023
Q2 		$240K Hold
976
– – 0.11% 86
2023
Q1 		$223K Buy
976
+1
+0.1% +$242 0.12% 87
2022
Q4 		$234K Buy
+975
New +$212K 0.12% 83
2022
Q2 		– Sell
-1,074
Closed -$239K – 101
2022
Q1 		$239K Buy
1,074
+1
+0.1% +$210 0.11% 95
2021
Q4 		$222K Sell
1,073
-1,400
-57% -$282K 0.11% 100
2021
Q3 		$475K Sell
2,473
-200
-7% -$41.7K 0.25% 59
2021
Q2 		$582K Buy
2,673
+1
+0% +$231 0.31% 45
2021
Q1 		$620K Hold
2,672
– – 0.36% 40
2020
Q4 		$486K Buy
+2,672
New +$453K 0.33% 40

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

Rede Wealth's CAT Position: Q1 2026 in Review

Rede Wealth held its Caterpillar (CAT) position steady in Q1 2026 at 646 shares worth $458K. The position accounts for 0.16% of the portfolio, ranked #62.

Rede Wealth first reported a position in CAT in Q4 2020 and has held it in 19 quarters since. The position peaked at $620K in Q1 2021. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Rede Wealth held 646 shares of Caterpillar worth $458K as of Q1 2026.
  • Rede Wealth left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.16% of Rede Wealth's portfolio in Q1 2026, its #62 holding.
  • Rede Wealth first reported a position in Caterpillar in Q4 2020 and has held it in 19 quarters since.
  • Rede Wealth's Caterpillar position peaked at $620K in Q1 2021.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.