Rede Wealth
CAT icon

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
Q3 		$504K Hold
622
– – 0.17% 61
2026
Q2 		$662K Sell
622
-24
-4% -$21.1K 0.22% 50
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% +$6.2K 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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Rede Wealth's CAT Position: Q3 2026 in Review

Rede Wealth held its Caterpillar (CAT) position steady in Q3 2026 at 622 shares worth $504K. The position accounts for 0.17% of the portfolio, ranked #61.

Rede Wealth first reported a position in CAT in Q4 2020 and has held it in 21 quarters since. The position peaked at $662K in Q2 2026. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Rede Wealth held 622 shares of Caterpillar worth $504K as of Q3 2026.
  • Rede Wealth left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.17% of Rede Wealth's portfolio in Q3 2026, its #61 holding.
  • Rede Wealth first reported a position in Caterpillar in Q4 2020 and has held it in 21 quarters since.
  • Rede Wealth's Caterpillar position peaked at $662K in Q2 2026.
  • 1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.