RWA
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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Redhawk Wealth Advisors's CAT Position: Q2 2026 in Review

Redhawk Wealth Advisors increased its Caterpillar (CAT) stake by 3.5% in Q2 2026, buying an estimated $55.3K and bringing the position to 1,857 shares worth $1.98M. The position accounts for 0.19% of the portfolio, ranked #115.

Redhawk Wealth Advisors first reported a position in CAT in Q4 2019 and has held it in 14 quarters since. 837 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Redhawk Wealth Advisors held 1,857 shares of Caterpillar worth $1.98M as of Q2 2026.
  • Redhawk Wealth Advisors bought 63 Caterpillar shares in Q2 2026, an estimated $55.3K.
  • Caterpillar made up 0.19% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Redhawk Wealth Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 14 quarters since.
  • 837 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.