Redhawk Wealth Advisors
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Redhawk Wealth Advisors’s Caterpillar CAT Stock Holding History

Redhawk Wealth Advisors’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 		$1.58M Buy
1,948
+91
+5% +$77.2K 0.16% 133
2026
Q2 		$1.98M Buy
1,857
+63
+4% +$55.3K 0.19% 115
2026
Q1 		$1.27M Buy
1,794
+141
+9% +$97.7K 0.14% 153
2025
Q4 		$947K Buy
1,653
+10
+0.6% +$5.56K 0.11% 173
2025
Q3 		$784K Sell
1,643
-20
-1% -$8.54K 0.09% 183
2025
Q2 		$646K Buy
1,663
+53
+3% +$17.7K 0.08% 189
2025
Q1 		$531K Buy
1,610
+1
+0.1% +$356 0.07% 179
2024
Q4 		$584K Buy
1,609
+978
+155% +$379K 0.08% 175
2024
Q3 		$247K Sell
631
-325
-34% -$112K 0.04% 265
2024
Q2 		$319K Buy
956
+2
+0.2% +$693 0.05% 224
2024
Q1 		$350K Sell
954
-55
-5% -$17.6K 0.06% 229
2023
Q4 		$298K Sell
1,009
-2,210
-69% -$573K 0.06% 228
2023
Q3 		$879K Buy
3,219
+2,265
+237% +$614K 0.29% 79
2023
Q2 		$235K Buy
+954
New +$213K 0.07% 177
2020
Q1 		– Sell
-1,509
Closed -$223K – 156
2019
Q4 		$223K Buy
+1,509
New +$211K 0.08% 148

Other funds holding CAT

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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

Redhawk Wealth Advisors's CAT Position: Q3 2026 in Review

Redhawk Wealth Advisors increased its Caterpillar (CAT) stake by 4.9% in Q3 2026, buying an estimated $77.2K and bringing the position to 1,948 shares worth $1.58M. The position accounts for 0.16% of the portfolio, ranked #133.

Redhawk Wealth Advisors first reported a position in CAT in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.98M in Q2 2026. 1,472 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Redhawk Wealth Advisors held 1,948 shares of Caterpillar worth $1.58M as of Q3 2026.
  • Redhawk Wealth Advisors bought 91 Caterpillar shares in Q3 2026, an estimated $77.2K.
  • Caterpillar made up 0.16% of Redhawk Wealth Advisors's portfolio in Q3 2026, its #133 holding.
  • Redhawk Wealth Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 15 quarters since.
  • Redhawk Wealth Advisors's Caterpillar position peaked at $1.98M in Q2 2026.
  • 1,472 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.