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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
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% +$6.21K 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Rede Wealth's CAT Position: Q2 2026 in Review

Rede Wealth reduced its Caterpillar (CAT) stake by 3.7% in Q2 2026, selling an estimated $21.1K and leaving 622 shares worth $662K. The position accounts for 0.22% of the portfolio, ranked #50.

Rede Wealth first reported a position in CAT in Q4 2020 and has held it in 20 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Rede Wealth held 622 shares of Caterpillar worth $662K as of Q2 2026.
  • Rede Wealth sold 24 Caterpillar shares in Q2 2026, an estimated $21.1K.
  • Caterpillar made up 0.22% of Rede Wealth's portfolio in Q2 2026, its #50 holding.
  • Rede Wealth first reported a position in Caterpillar in Q4 2020 and has held it in 20 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.